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JUNE 18, 2021

REAL ESTATE

Stable Returns Keep REITs on Solid Footing as Midyear Nears

David Bodamer

REITs also are poised to ride out the broader economic recovery even as some fears about inflation have arisen.

FULL ARTICLE

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ETFS

The 20 ETFs with the Worst Returns Over the Past 5 Years

Aniket Ullal, CFRA Research

Funds focused on the oil and gas industry performed the worst over the last five years.

FULL ARTICLE

SPONSORED CONTENT

How to Nail Your Reg BI Implementation

Sponsored by Docupace Technologies

Recapping what concerns SEC regulators see already and how fulfill what’s required.

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BUSINESS PLANNING

When it Comes to Advisor Retention, Think About the Big Picture

Angela Herbers

Placating your people with money, achievement or responsibilities won’t help your organization achieve its potential.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

Mindy Diamond

Brett Gilliland, founder and CEO, Visionary Wealth Advisors, talks about the motivations behind his move.

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SPONSORED WEBINAR

Transforming for the New Normal: Why You Need to Make that Digital Transformation

Sponsored by Bill.com

Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.

REGISTER NOW