WealthManagment.com Daily Memo
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| ETFS | | | | | | Aniket Ullal, CFRA Research | | Cannabis ETFs were among those posting the worst returns over the last year. FULL ARTICLE |
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| PEOPLE | | | | Rob Burgess | | The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | Download this new report and discover what sets hyper-growth firms apart in the categories of technology, client engagement, and marketing. LEARN MORE |
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| PROSPECTING | | | | Penny Phillips | | To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship. WATCH NOW |
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| ESTATE PLANNING | | | | David C. Blickenstaff, Adam Diederich and Kirstie Brenson | | New York court allows minority owner to obtain information despite attorney-client privilege. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | Learn more ways to run your business independently. LEARN MORE |
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