WealthManagment.com Daily Memo
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ALTERNATIVE INVESTMENTS | | | Samuel Steinberger | Repetto, CIO at Avantis Investors and former co-CEO of DFA, designed a new index for annuity platform provider DPL Financial Partners. FULL ARTICLE |
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INDUSTRY | | Patrick Donachie | Hugh Lau is leaving D.A. Davidson to form Lau Financial Group under LPL’s affiliation model for breakaway advisors. 18 teams have joined Strategic Wealth Services since it launched in April 2020. FULL ARTICLE |
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2022 MARKET OUTLOOK | | Sponsored by CUNA Mutual Group | No matter where your portfolio currently stands, the new year is a good time to consider your monetary legacy. LEARN MORE |
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ETFS | | Aniket Ullal, CFRA Research | These funds—focused on oil, Brazil, shorts and more—posted the worst returns over the past three years. FULL ARTICLE |
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MARKETING | | Stephen Boswell | You control who gets to see what in your Facebook advertising. FULL ARTICLE |
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