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FEBRUARY 2, 2023

RIA NEWS

Focus Financial Negotiating $4.1B Sale to PE Firm CD&R

WealthManagement.com Staff

If a sale to private equity firm Clayton, Dubilier & Rice is approved at $53/share, Focus will cease to be a publicly-traded company.

FULL ARTICLE

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ETFS

ETFs with the Worst Returns over the Past Five Years

Aniket Ullal, CFRA Research

The last half-decade was not good to these funds.

FULL ARTICLE

SPONSORED CONTENT

Three Reasons Advisors Should Cheer the SECURE 2.0 Act

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One piece of legislation that provides a wide range of benefits for new and existing investors as well as ample opportunities for financial advisors.

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PROSPECTING

Helping Prospects Overcome Three Fundamental Planning Obstructions

Charles L. Ratner

Often all it takes is the right "nudge" to get them started.

FULL ARTICLE

ETFS

Morgan Stanley Makes Historic ETF Comeback With 6 New Funds

Katie Greifeld

The funds offer socially conscious strategies that target US and international equities and fixed income.

FULL ARTICLE

SPONSORED WEBINAR

Small and Mid Cap Investing: Two Strategies and a Bright Future

Sponsored by TIFIN

Join this webinar on Feb. 16th as our expert presenters discuss two unique approaches to developing small and mid cap funds, and why these strategies are relevant to the modern investor.

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