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AUGUST 6, 2021

ETFS

July Brought More Than 35 ETFs to the Market

Aniket Ullal, CFRA Research

A look at the new ETFs that sponsors launched during the month of July.

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INDUSTRY

LPL Introduces Client Engagement, Bookkeeping Services for Advisors

Diana Britton

LPL has added bookkeeping as well as a social media tool to its menu of subscription-based business outsourcing services.

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SPONSORED CONTENT

Retirement Income Center

Sponsored by Franklin Templeton

Discover timely insights to help advisors build better retirement income portfolios.

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INSURANCE

Explaining Whole Life vs. Guaranteed Universal Life Insurance

Bill Boersma

A recent letter I wrote to an advisor.

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MINDY DIAMOND ON INDEPENDENCE

Turning a 'Paper Tablecloth Vision' Into Reality

Mindy Diamond

Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.

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SPONSORED WEBINAR

Three Disruptive Trends Impacting Wealth Management in 2021

Sponsored by Bill.com

Join this webinar on August 10th at 2pm ET / 11am PT as experts discuss the WealthTech trends that are disrupting the wealth management industry, and how key market leaders are diversifying and leveraging technology to gain a competitive edge.

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