Wealth Management Daily Memo

OCTOBER 1, 2018

INDUSTRY

Michael Kitces on the Biggest Opportunities, Oversold Ideas in Advice

Samuel Steinberger

Recent innovations in advisor tech are filling large gaps in the financial services industry, says Michael Kitces, co-founder of XY Planning Network.

HIGH NET WORTH

Successfully Navigating a Generational Transition

Anna Sulkin

New report offers advice on keeping the business in the family.

SPONSORED CONTENT

A Holistic Approach to Financial Advice

Sponsored by Sanctuary Wealth Partners

Given the choice, what more could you do for your clients?

ETFS

The Top 20 Energy Sector ETFs

Aniket Ullal, First Bridge Data

The top 20 energy sector ETFs ranked by one-year returns.