OCTOBER 25, 2018

ETFS

Aniket Ullal, First Bridge Data

These ETFs have raised the most capital relative to net assets so far in 2018.

REAL STORIES: WEALTH MANAGEMENT FIRMS LEVERAGE TECHNOLOGY THAT DELIVERS A SUPERIOR CLIENT EXPERIENCE
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ADVISOR CHANNELS

Diana Britton

The brokerage brought on $300 million in trailing 12-month production for the year.

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Sponsored by Ladenburg Thalmann Financial Services

Good decision-making drives investor success more than any other aspect of financial planning.

TECHNOLOGY

Elizabeth Dilts

UBS is the first company to buy Broadridge's wealth platform. If others do as well, the cost will be shared by all firms using the program.

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