Wealth Management Daily Memo

FEBRUARY 28, 2019

REGULATION AND COMPLIANCE

Senate Committee Considers JOBS Act 3.0

Diana Britton

The package of bills includes legislation meant to spur capital formation and expand the definition of an accredited investor.

HIGH NET WORTH

You Don’t Need a Super Bowl Ad to Attract High-Net-Worth Clients

Dean Cook

Advisors of all sizes have the ability to compete for HNW clients.

SPONSORED CONTENT

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Sponsored by New York Life

This new white paper explores a new pre-retirement solution that may offer more growth than Fixed Indexed Annuities, while providing similar downside protection.

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ETFS

'Investing on Steroids' Pays Off as Thematic ETFs Trounce Market

Sarah Ponczek

The top three performing U.S.-listed, non-leveraged ETFs this year are so-called thematic funds, focusing on marijuana, solar power and clean energy.