WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 18, 2020

ADVISOR CHANNELS

Kimmell Puts RBC Recruitment on Top

While some firms slowed growth during the pandemic, RBC's head of recruitment Kristen Kimmell landed billions in assets with a net gain in advisors this year that topped rivals.  

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REGULATION AND COMPLIANCE

What Is ESG Investing's Future If Democrats Win Big in Elections?

A Morningstar panel also discussed the firm's concerns over the Labor Department's proposed rules on fiduciary exemptions, stressing the importance of clarity in SEC and DOL enforcement.  

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SPONSORED CONTENT

Rise in E-Commerce Increases Need to Consider ESG Impacts

As grocery e-commerce accelerates, watch these 4 ESG factors.

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ETFS

The 20 ETFs that Saw the Greatest Outflows in the Past Month

Money flowed out of funds focused on energy, commodities, Treasurys and global markets over the past 30 days.    

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SPONSORED CONTENT

The Secure Act--The Gift That Keeps on Giving

An advisor tool to better assist your clients in retirement and grow your business.

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Wealthies Circle Spotlight

Addepar Hires Ruchir Swarup as CTO

Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar.

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