WealthManagment.com Daily Memo
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| RPA EDGE | | | | | | Fred Barstein | | The purchase of 401kPlans.com is the next step in Envestnet’s plan to build out a retirement exchange. FULL ARTICLE |
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| RIA NEWS | | | | WealthManagement.com Staff | | Hybrid wealth management firms combine to form $350 million AUM RIA serving North Texas and Oklahoma markets. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Nasdaq | | Your hub for ETF and Options Insights. LEARN MORE |
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| ESTATE PLANNING | | | | Davide Pisanu | | Estate settlement may take Americans 18 months to finalize and is unnecessarily complex. FULL ARTICLE |
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| ETFS | | | | Suzanne Woolley | | With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | An estimated 45% of consumers with over $100,000 in assets changed their advisor in the two years prior to 2020 because they wanted a more digital experience. Learn more about the latest trends in behavioral finance. LEARN MORE |
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| EDGETV | |
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| Todd Rosenbluth on What's Next for ETFs | |
| WealthManagement.com Staff | |
| Todd Rosenbluth, head of research at VettaFi, joins Matt Ackermann, Integrated Partners, to deep-dive into the world of ETFs and what's next for these investment products. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Magnifi by TIFIN | | Join this webinar on June 29th to learn how you can gain concentrated 3x, or -3x leveraged exposure to some of the most popular segments of the market like big tech, big oil, big banks, and more. REGISTER NOW |
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