JANUARY 26, 2019

RETIREMENT PLANNING

Mark Miller

Few married couples retire at the same time; the discordant pattern has major implications for the way that advisors work with married clients.

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REGULATION AND COMPLIANCE

Nevada’s Fiduciary Rule Lacks a "Best Interest" Definition

Diana Britton

But fiduciary advocates say the proposal is an improvement on the SEC's Regulation BI in drawing a distinction between advisors and brokers.

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Sponsored by BNY Mellon's Pershing

Does your M&A deal make business sense?

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INDUSTRY

Betterment Joins XYPN in Offering Free Financial Advice to Government Employees

Samuel Steinberger

As the economic impact of the shutdown grows, Betterment is offering affected federal employees free financial consultations.

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PHILANTHROPY

Eight Philanthropy Predictions for 2019

Bruce DeBoskey

Economic and political volatility will impact the giving world.

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WealthManagement Insider

Your Guide to Becoming a Better Advisor - Sign-up to become a WealthManagement Insider for access to exclusive research, white papers, data, surveys, rankings, webinars and more.

INDUSTRY

Raymond James Acquires Investment Bank Silver Lane Advisors

Michael Thrasher

The boutique investment bank that specializes in financial sector M&A has worked on a number of deals involving wealth managers.

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INDUSTRY

BlackRock's Data Leak Strikes 20,000 Advisers, Mostly at LPL

Annie Massa

The leak affected advisers who do business with BlackRock’s iShares exchange-traded funds unit.

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RETIREMENT PLANNING

The 10 Best States for Clients to Retire in 2019

Diana Britton

These states are the best places for your clients to retire, based on criteria from WalletHub.

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ADVISOR CHANNELS

LPL Moves to Protect Future Trail Commissions on Variable Annuities

Diana Britton

In the wake of Ohio National's move to retreat from the annuities business, cutting trailing compensation to brokers, LPL Financial has signed contracts with 15 other VA providers to ensure commissions and contracts are protected going forward.

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ADVISOR CHANNELS

Independent Financial Partners Eyes Acquisitions Ahead of B/D Launch

Diana Britton

Flush with new capital, Independent Financial Partners is considering three acquisition targets ahead of its broker/dealer launch.

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ETFS

The Most Actively Traded ETFs in the Past Month

Aniket Ullal, First Bridge Data

The most actively traded ETFs, ranked by average daily volume over the past month.

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