WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 29, 2018

ETFS

The Line Between Active and Index Is Blurring

With non-cap weighted indexes and manager-driven qualitative approaches increasingly found in ETF wrappers, the distinction between purely passive and active management is getting cloudier. The subject is up for discussion at the upcoming Inside Smart Beta & Active ETF Summit in New York on June 6 and 7. Here's a preview.

FULL ARTICLE

ADVERTISEMENT

PODCAST

Michael Kitces' #FASuccess Podcast: Diane MacPhee on the Challenges of Being a Solo Financial Advisor

The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.

LISTEN

HIGH NET WORTH

Pet Trusts: Protecting Pets After Clients' Deaths

In the eyes of state governments, a pet is property, legally no different from a house or car.

FULL ARTICLE