WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 5, 2021

INSURANCE

RetireOne, Midland Launch New Zero Commission, Unbundled Annuity

RetireOne says its new contingent deferred annuity is the first widely-available CDA built for registered investment advisors.

FULL ARTICLE

Advertisement

REAL ESTATE

To Deploy Capital More Efficiently, Investors Bring In Outside Acquisition Help

Some firms are augmenting their in-house acquisition efforts by working with third-party firms that leverage data to help find deals.

FULL ARTICLE

SPONSORED CONTENT

The Role of Technology in Managing Alternative Investments

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

DOWNLOAD THE REPORT

MICHAEL KITCES' #FASUCCESS PODCAST

How John Kennedy Uses an EOS to Build His Business

CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.

LISTEN

ETFS

Gundlach’s DoubleLine Plans ETF Entrance With Stock, Bond Funds

DoubleLine Capital intends to create the DoubleLine Opportunistic Bond ETF and the DoubleLine Shiller CAPE U.S. Equities ETF.

FULL ARTICLE

SPONSORED CONTENT

Better Together: An All-Weather Approach to Fundamental and Market Cap Weighting

Investors who believe that the mean reversion we have seen recently is a false start might favor an exclusive allocation to market capitalization weighting.

DOWNLOAD NOW

Wealthies Circle Spotlight

Real Estate Investing, Reengineered for the Investor

Our mission is to help make real estate more accessible, transparent and affordable to a greater number of investors, while strengthening the communities we invest in.

LEARN MORE

SPONSORED WEBINAR

The Moneyball Approach to New Age Portfolio Management

Join us on Tuesday, Oct. 12th for a discussion that will cover how to apply a Moneyball approach to investing and portfolio management.

REGISTER NOW

VISIT THE WEALTHIES CIRCLE