WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 5, 2018

PEOPLE

Q&A with Martin Seay: How a Millennial Ph.D. Plans to Disrupt the FPA

The group’s new president-elect, a millennial, discusses the FPA’s stance on state regulation, his plans in the new role and the perspective of young planners.

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MARKETING

Ten Essentials of Stellar Financial Advisor Websites

Websites are to be scanned, not read. This is why clarity and simplicity are paramount.

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Our consultative support can help you explore independence.

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ETFS

The Top 20 Technology ETFs

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

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