Wealth Management Daily Memo

JULY 18, 2019

INDUSTRY

Editor's Letter: The SEC's War on ESG

David Armstrong

Why many financial advisors still roll their eyes when asked about socially responsible investing.

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ETFS

Going, Going, Gold: Gold Miners ETF Tops Funds with Greatest Outflows

Aniket Ullal, First Bridge Data

Over the past 30 days, the Direxion Daily Junior Gold Miners Index Bull 3x Shares ETF saw the biggest outflows, as measured by one-month net flows to assets ratio.

SPONSORED CONTENT

Aging. Uber. Perfect Together

Sponsored by Hartford Funds

New academic research shows how technology will change aging.

WEALTHCASTS

Michael Kitces #FASuccess Podcast: Danna Jacobs on Launching a Firm with her Brother

Michael Kitces

Danna Jacobs focuses on the financial planning aspect of the business while her brother Robert handles the accounting and tax planning aspects.

SPONSORED CONTENT

Time is Money: Optimize Advisor Productivity Through Technology

Sponsored by Fiserv

Leverage technology to relieve administrative burdens and free up time to help advisors do what they do best.