JUNE 06, 2024

REAL ESTATE

Publicly Traded REITs Bounced Back in May

REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date.

REGULATION AND COMPLIANCE

Digital Regulation Is On the Rise. Don’t Ignore These Regulators

The SEC and FINRA are being transparent about their increased regulatory activity around off-channel communications and the marketing rule.

RESOURCE CENTER

Insights on Providing Holistic Financial Advice in Wealth Management

Sponsored by SS&C Black Diamond Wealth Platform

Hear industry experts discuss why it is important to have the right tech in place for scaling financial planning, insurance, and annuities.

Learn More >

401K TV

401(k) Real Chat: Jeff Elvander

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

ETFS

Active ETFs Boom as State Street Eyes Record $260B Inflow

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

Advertisement