SEPTEMBER 21, 2018

RETIREMENT PLANNING

Three Tools to Save for a Child’s Eventual Retirement

Kevin McKinley

Starting earlier makes a little bit of money go a long way towards financial security.

FULL ARTICLE

TECHNOLOGY

A Free Digital Scratch Pad For Breaking Away, Tool From TDAI Helps Advisors Envision A Shop Of Their Own

Michael Thrasher

RIA Economic Evaluator–the first tool to integrate FA Insight benchmarking–helps advisors determine how much revenue they might be missing out on.

FULL ARTICLE

WealthManagement 2018 Midyear Outlook

In our annual 2018 Midyear Outlook Special Edition, you’ll find lots of current market views contributed by asset managers, as well as articles on technology for your firm and best business practices.

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ETFS

The Top Total Equity ETFs

Aniket Ullal, First Bridge Data

The top total equity ETFs ranked by one-year returns.

FULL ARTICLE

The Daily Brief

PEOPLE

SEC Indicts Husband and Wife of World Tree Financial for 'Cherry-Picking' Scheme

Michael Thrasher

Favored clients allegedly got the winning trades and others got the losers so the firm could profit more.

FULL ARTICLE

COLLEGE PLANNING

College Tuition Insurance

David H. Lenok

Unexpected withdrawal can be personally and financially catastrophic.

FULL ARTICLE

INDUSTRY

Baird Add Brokers From Morgan Stanley, Wells Fargo

Michael Thrasher

The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.

FULL ARTICLE