WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 6, 2019

INDUSTRY

Market Slide Slows RIA AUM Growth

According to a survey of advisory firms by TD Ameritrade Institutional, growth in assets slowed considerably last year thanks to the market downturn, yet financially, firms remain strong.

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ETFS

ETFs with the Greatest Inflows in the Past Month

Through a rough May, ESG funds led the way in inflows.

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SPONSORED CONTENT

Why Invest in a National vs. State-Specific Municipal Bond Portfolio?

Learn why investors who solely focus on in-state muni bonds may want to consider diversifying geographically.

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HIGH NET WORTH

UK Investor Visas Explained

What do the programs' rules look like after some recent amendments?

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SPONSORED CONTENT

Comparing the Performance of Annuities with Principal Guarantees

Read this research paper that compares the performance of a variable annuity (VA) with a guaranteed minimum accumulation benefit (GMAB) against several popular fixed indexed annuity (FIA) designs, including a finding that to exceed the performance of a VA with a GMAB (higher performance 50 percent of the time), a FIA strategy using a rate cap must have a cap greater than 8.25 percent. SMRU 1813377 For registered representative use.

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