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Wealth Management Daily Memo

FEBRUARY 1, 2019

INDUSTRY

LPL to Create a New Fee-Only Offering

Diana Britton

While the IBD currently provides a way for advisors to drop their brokerage license, the firm is considering a new and improved model for fee-only RIAs.

FULL ARTICLE

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ETFS

ETFs with the Greatest Inflows in the Past Month

Aniket Ullal, First Bridge Data

ETFs with the greatest inflows in the past month, ranked by one-month net flows to assets ratio.

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SPONSORED CONTENT

A Case for Mid Cap Equities

Sponsored by Carillon Tower Advisers

Are you overlooking mid-cap stocks? Find out why this asset class may be the missing piece of your portfolio.

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HIGH NET WORTH

Multi-Single-Family Office are the Future for UHNW Families

Paul and Wes Karger

A comprehensive look at the past, present and future of family offices.

FULL ARTICLE