Wealth Management Daily Memo

AUGUST 12, 2021

ETFS

The 20 ETFs with the Best Five-Year Returns

Aniket Ullal, CFRA Research

Even with negative net flows over the past three months, three of Cathie Woods' ARK funds posted the best returns over the last five years.

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ADVISOR INNOVATIONS PODCAST

Gavin Spitzner on What Advisors Get Wrong About Technology

David Armstrong

Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them.

SPONSORED CONTENT

Why Data Security Should be a Priority for Advisors

Sponsored by The Investment Center, Inc.

Having a cybersecurity strategy is attractive to potential clients.

INDUSTRY

Oppenheimer & Co. Advisors Go Indie with LPL's Breakaway Affiliation Model

Asia Martin

Tower 68 is LPL's 11th team to come through its premium affiliation model for wirehouse and regional broker breakaways.

CAREERS

Learning to Be a Better Mentor from Your Mentees Part 2

Walter K. Booker

No pontification allowed: it’s time for you to get fully into the game, too, coach.

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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