Wealth Management Daily Memo

MAY 3, 2019

INDUSTRY

LPL to Lower Transaction Fees on ETFs

Diana Britton

The independent broker/dealer announced the change—along with several other upcoming improvements for advisors—during an earnings call.

HIGH NET WORTH

Female Fund Owners Are Looking to Tip the “Scale”

David H. Lenok

Currently, 3 percent of U.S. investment firms are owned by women, but these firms only control 1 percent of assets under management.

SPONSORED CONTENT

A Different Perspective on Sequence-of-Returns Risk Around Retirement

Sponsored by T Rowe Price

This analysis evaluates the impact of sequence-of-returns risk on target date investing.

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CLIENT RELATIONS

Personalization is the Key to Winning Emerging Investor Loyalty

William Wright

Earning the loyalty of the next generation requires advisors to adopt capabilities that were unthinkable a decade ago.

SPONSORED CONTENT

Running an Advisory Business: Costs, Challenges and Opportunities

Sponsored by FTJ FundChoice

Learn more about the steps advisors can take to build stronger front and back office practices.

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