Oil Funds the Best Performing ETFs of the Past 3 Months

ETFs focused on oil, gasoline and construction performed the best over the past three...

ETFs with the Greatest Outflows in the Past Month

These ETFs saw the biggest outflows in the past 30 days, measured by one-month net flows to assets ratio. View the Original Article

Thirteen of the Highest-Paid Wealth Management Executives

Most top executives in this industry saw a pay bump last year, as the wealth management business continued to experience strong performance....

QBI Planning Meets Retirement Planning

Issues to address with clients who want the best of both. View the Original Article

Decanting Trusts to Remove Unwanted Beneficiaries

It’s generally beneficial to keep assets in individual retirement accounts for as long as possible because IRAs provide significant tax benefits. But, if IRA benefits are payable to a trust, and all of the...

The Growth of Factor-Based Investing

The Growth of Factor-Based Investing | Wealth Management https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png ...

The Evolving State of the ETF Industry

The Evolving State of the ETF Industry | Wealth Management https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png ...

Vanguard mourns passing of Windsor Fund legend John Neff

John NeffMr. Neff, 87, a managing partner of Wellington Management Company LLC, served as the Windsor Fund’s portfolio manager from 1964 through 1995. He also managed Vanguard Gemini and Gemini II funds, among other...

Preach Exit Patience to Entrepreneurial Clients

Many companies are staying private for longer than ever. View the Original Article

Estate Planning with Opportunity Zones

Opportunity zone funds have been touted as a way to get a once-in-a-lifetime tax deferral for clients with capital gains. Our speakers will give an overview of these funds and how they work, as...

Investment Trends and the Importance of Planning

Investment Trends and the Importance of Planning | Wealth Management https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png ...

Billionaires’ Nonprofits Are the Art Market’s Golden Ticket

At Art Basel this week, dealers hope their biggest artworks will go to private foundations. View the Original Article

U.S.-China trade: What happened, and what’s next

Key points:U.S.-China trade talks have broken down, but Vanguard believes a deal is in both countries’ best interests.Dramatic swings in stock indexes are possible as the trade tensions continue.Amid continued uncertainty, it’s prudent for...

Monet Landscape Breaks Record, Selling for $110.7 Million at Auction

Painted in 1890, “Les Meules,” from the artist’s series featuring haystacks, shattered the previous...

How to Choose the Right TAMP for Your Advisory Business

As TAMP popularity rises and options increase, selecting the right...

Silver, Gold ETFs the Worst Performing Funds in the Past Three Months

Gold and silver funds, along with developing markets like Turkey and Pakistan, had the...

What will 2019 bring? | Wealth Management

What will 2019 bring? | Wealth Management https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png ...

How Far Do Your Clients Think Their Inheritances Will Go?

As the baby boomers ease into old age, we're (stop me if you've heard this one before) standing on the precipice of...
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