NOVEMBER 6, 2018

PEOPLE

WealthManagement.com Staff

The innovators and influencers set to change the industry.

ETFS

Brad Zigler

Check under your ETF’s hood first.

Sponsored by Great-West Financial

Advisors can strengthen relationships by helping clients understand how to maintain their mental - and financial - acuity.

WEALTHCASTS

Martin M. Shenkman

Martin Shenkman details what clients should do to protect their trusts when going through a divorce.

The Daily Brief

HIGH NET WORTH

Samuel Steinberger

The Canada-based automated investing platform is paying Skylar Diggins-Smith and Mikal Bridges with investment portfolios.

PEOPLE

Michael Thrasher

Douglas Simanski raised more than $3.9 million from his clients, who believed he was investing it on their behalf. Instead, he pocketed the money.

ADVISOR CHANNELS

Diana Britton

With the latest addition, Mercer now has over 30 offices across the country and more than $13 billion in assets under management.

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