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DECEMBER 12, 2018

ESTATE PLANNING

Eight Simple Estate Planning Review Items for 2019

Scott Huff

Employ these during your next client meeting to make sure the basics are in order.

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ETFS

Value’s Appeal Is in the Eye of the ETF

Todd Rosenbluth

At long last, value investing appears primed to play a larger role in the new year. But beware that not all value ETFs are built the same.

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SPONSORED CONTENT

The First Steps

Sponsored by BNY Mellon's Pershing

For breakaway RIA firms, clients, culture and business fundamentals are top priorities.

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TECHNOLOGY

Technology-focused 401(k) Startup Guideline Lands Additional $35 Million in Funding

Davis Janowski

Led by Tiger Global Management, the series C round will help fuel "aggressive growth" of the disruptive firm, which started out serving in the small business niche.

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SPONSORED CONTENT

Digital Transformation: A Growth Strategy for Financial Advisors

Sponsored by Laserfiche

Workflow automation tools - from document management to CRM Software - should be key components in any financial advisory firm's growth strategy.

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