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AUGUST 20, 2021

TECHNOLOGY

Redtail, Snappy Kraken Announce Text Messaging Apps

Samuel Steinberger

Both firms revealed plans for compliant text messaging launches at the 2021 AdviceTech.LIVE virtual conference.

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INDUSTRY

$185 Million Advisory Duo Latest To Join LPL Employee Advisor Model

Patrick Donachie

Tracy Applewhite and Sean Tyll will join Linsco by LPL Financial from Wells Fargo Advisors.

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2021 MID-YEAR OUTLOOK

Factor Rotation Crediting Strategy

Sponsored by Security Benefit

Fixed index annuities have the benefit of guaranteed principal and tax-deferral, so the contract value can increase withou the bite of yearly taxes.

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ETFS

The 20 ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most money move out of them over the last 30 days.

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CAREERS

A Breakaway Advisor Shares Why He and His Team Chose Separate Paths

Mindy Diamond

Dan Johnson, President & CEO, Birchcreek Wealth Management, talks candidly about the reasons behind why his multi-generational team at Merrill Lynch chose to go their separate ways—with him choosing independence.

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SPONSORED CONTENT

The Role of Technology in Managing Alternative Investments

Sponsored by Canoe Intelligence

Increasingly, advisors are turning to automation to help them manage data and workflow.

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