Wealth Management Daily Memo

NOVEMBER 15, 2018

REGULATION AND COMPLIANCE

Post DOL, Brokers Shy Away From High Load Funds

Diana Britton

Since the 2015 proposal, flows to unusually high load sharing funds have been declining, Morningstar finds. Will the SEC keep the momentum going?

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ETFS

New ETFs That Rapidly Caught on With Investors

Todd Rosenbluth

To these less-than-3-year-old ETFs, age is just a number.

SPONSORED CONTENT

Help Women Take Control of Their Long-Term Care Risk

Sponsored by Lincoln Financial Group

Female clients have a higher risk of needing and providing care for a loved one, due to longevity.

TECHNOLOGY

Financial Planning Tech Firm RightCapital Partners With Commonwealth

Davis Janowski

Commonwealth Financial Network's choice to partner with the startup demonstrates there is still room to innovate in financial planning software.

SPONSORED CONTENT

Becoming a Modern Advisor

Sponsored by Fidelity Investments

To deliver real value, advisors must think like a strategic coach.

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