WealthManagment.com Daily Memo
View Online
Wealth Management Daily Memo

JANUARY 14, 2019

RETIREMENT PLANNING

Virginia Is the Latest State to Explore Auto IRA Program

Diana Britton

The state has two bills in play; one would establish an auto IRA program similar to Oregon's, while a second plan would be modeled after Washington's online marketplace.

FULL ARTICLE

ADVERTISEMENT

INDUSTRY

A Banner Year For Deals Thanks to RIA Consolidators

Michael Thrasher

Large wealth management firms built to acquire are dominating M&A, while deals involving smaller firms fall to a decade low.

FULL ARTICLE

SPONSORED CONTENT

Charting Your Own Course: Discover Five Business Models From the Modern RIA

Sponsored by Charles Schwab

Advisors are choosing the independent RIA model now more than ever. Discover the 5 paths you can take to independence.

DOWNLOAD WHITE PAPER

ETFS

Another Worrisome Chart

Brad Zigler

There’s peril ahead for both stocks and bonds.

FULL ARTICLE