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AUGUST 1, 2019

REGULATION AND COMPLIANCE

New York Implements New Standard for Annuities Sales

Patrick Donachie

The new rules hold brokers of annuities to a best interest standard, and could be a model for other states to follow.

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ETFS

The Most Actively Traded ETFs in the Past Month

Aniket Ullal, First Bridge Data

These ETFs saw the most activity over the past 30 days.

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Three Technology Advantages for RIAs

Sponsored by Schwab Advisor Services

Learn how expanding technology options can help RIAs get ahead.

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ETFS

Franklin Templeton Uses Quants to Build Asset-Class Agnostic ETF

Rachel Evans

The San Mateo, California-based asset manager wants to start a new exchange-traded fund that will invest in equities, debt, commodities and currencies -- rather than allocating to one asset class.

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Building Your Business with IRA Rollovers

Sponsored by STRATA Trust Company

Build your business and help your clients with the do's and dont's of rollovers in an IRA.

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