WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 14, 2019

ETFS

ETFs Get Active: The Precidian Model Makes Active ETFs the Next Big Thing

Finally, evolution in ETFs that allows for active managers with tried and true equity strategies to feel comfortable taking advantage of the ETF wrapper.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Shirl Penney Breaks Down the Dynasty Model

Shirl Penney, co-founder and CEO of Dynasty Financial Partners, discuses the four key service lines the firm offers and why he's so upbeat on the RIA model.

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SPONSORED CONTENT

10 Facts About Bear Markets

Your clients could experience 14 bear markets in a lifetime.

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RETIREMENT PLANNING

How Withdrawal Rates Affect Estate Planning

In the current environment, most clients want to ensure they don’t outlive their money.

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SPONSORED CONTENT

Really Easy Real Estate

Real estate gifts can save your clients time and money.

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