WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 27, 2020

ETFS

The State of ETFs 2020: Real Advice Is Your Grand Challenge

Dave Nadig and Matt Hougan declared at Inside ETFs that investing is a solved problem; now advisors need to rethink the core of their businesses and how they allocate their time.

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INSIDE ETFS CONFERENCE

Live From the Inside ETFs Exhibit Hall

Join a livestream of the afternoon networking session at the 2020 Inside ETFs Conference in Hollywood Beach, Fla.

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INDUSTRY

Wirehouse Ranks Continue to Drop

The four largest national brokerages dropped advisor headcount by over 1,000 brokers over the past year, according to the most recent round of earnings reports, as each tries to bring advisory services to new types of clients.

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SPONSORED CONTENT

Tax Planning Strategies for 2020

5 retirement planning strategies to consider for 2020.

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BUSINESS PLANNING

Ten Questions to Assess Your Business Strengths and Weaknesses in 2020

Now is the time to assess whether you are on track to meet your business goals.

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