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Wealth Management Daily Memo

MAY 22, 2018

DOL FIDUCIARY RULE

Fifth Circuit Again Denies States' Attempt to Intervene in Fiduciary Rule Case

WealthManagement.com Staff

For the second time, a three-judge panel ruled against the state attorneys general of New York, California and Oregon to intervene in the case against the Department of Labor's fiduciary rule.

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PODCAST

Michael Kitces' #FASuccess Podcast: Sheri Fitts on Successful Advisor Marketing

Michael Kitces

ShoeFitts founder Sheri Fitts details why it is important to have a staff member formally responsible for the marketing of your firm.

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SPONSORED CONTENT

Still a Good Time for International Equities?

Sponsored by Fidelity Investments

Business cycle approach favors international equities, though there are differences with prior cycles.

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ETFS

Five Water-Themed Equity ETFs

Aniket Ullal, First Bridge Data

Five water-themed equity ETFs ranked by one-year returns.

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