WealthManagement.com Daily Memo
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| | | | | Rob Burgess | | Raymond James ended the quarter with advisor headcount of 8,699, up 235 year-over-year and 18 sequentially. FULL ARTICLE |
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| Investment | | | | Larry Swedroe | | Adding factor exposures to traditional portfolios can significantly reduce tail risk while also enhancing efficiency. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Transamerica | | Lifetime non-reducing income with annual step-up. Get an Edge. LEARN MORE |
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| REAL ESTATE | | | | Buck Wargo | | Business students at the school have recently launched their own private equity real estate fund, which aims to deliver returns to real-life investors. Here’s how they raised the money and plan to deploy their capital. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | Respondents feel they should receive more support in the following areas. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Feb. 9th for a deep dive into associated incentives and opportunities with new plan creation. This presentation will help advisors understand this monumental legislation intended to increase the availability of, and participation in, retirement savings plans. REGISTER NOW |
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