Wealth Management Daily Memo

SEPTEMBER 12, 2019

INDUSTRY

RIAs Are Staffing Up

Diana Britton

Registered investment advisors added nearly 30,000 non-clerical employees in the last year, up 16 percent over the past five years.

ETFS

The Top Performing ETFs of the Past 3 Months

Aniket Ullal, First Bridge Data

Funds focused on gold, silver and other precious metals posted the best returns over the past three months, according to First Bridge Data.

SPONSORED CONTENT

The Truth About Cybersecurity

Sponsored by United Planners Financial Services

When it comes to securing critical data, what advisors don’t know can hurt them.

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ESTATE PLANNING

Helping Clients Avoid the ‘Big Reveal’

Brad Wheeler

Two simple estate planning strategies to best prepare a clients' family and lower the chances of major conflict.

SPONSORED CONTENT

Direct Indexing: The Financial Industry’s Next Revolution

Sponsored by CLS Investments

Learn more about direct indexing and how you can take advantage of its benefits to improve client performance.

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