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SEPTEMBER 19, 2018

HIGH NET WORTH

Burt Reynolds Omitted His Son From His Will

David H. Lenok

But it's probably not what you think.

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ETFS

Enthusiasm and Investment Dollars for Smart Beta Funds Waning

Dan Weil

Experts say it will be difficult to make a definitive judgment on smart beta funds, many of which are less than 10 years old, until they are tested by a bear market.

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WealthManagement Digital Edition

My Life as a Client: Free Dinners, Bad Advice: Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

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INSURANCE

A Life Insurance Offer Your Client Can't Refuse?

Bill Boersma

Evaluate the life settlement market before accepting.

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The Daily Brief

INDUSTRY

Lightyear Capital-Backed Wealth Enhancement Group Acquires $276 Million Firm

Michael Thrasher

The deal is another step toward $10 billion in assets but the CEO sees it growing much larger.

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TECHNOLOGY

Robo Advisor qplum Adds Wharton Professor, Ex-Goldman Sachs Portfolio Manager

Samuel Steinberger

Targeting institutional assets, qplum's personnel additions signal new growth goals.

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INDUSTRY

Family Team Managing $203 Million Depart Wirehouse for Raymond James

Michael Thrasher

The head of the group has more than 35 years of experience.

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