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SEPTEMBER 21, 2020

INDUSTRY

Wealth Enhancement Group Seeks To Compete With Top Aggregators Through Tech

Erick Bergquist

WEG hires two new executives to iterate on and improve technology and operations.

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CLIENT RELATIONS

How to Advise Clients During an Election Year

Faron Daugs

Any change in the fiscal climate from this being an election year should not distract you or your clients from long-term financial planning goals.

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SPONSORED CONTENT

Demonstrating Value as a Financial Advisor

Sponsored by Advicent

In uncertain markets, demonstrating value is key to firm success.

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ETFS

At $5 Trillion, the ETF Market Is Showing Signs of Saturation

Katherine Greifeld

More than 130 ETFs have been liquidated in 2020, already the most ever.

FULL ARTICLE

SPONSORED CONTENT

Can Independence Increase Your Earning Potential?

Sponsored by Schwab Advisor Services

Interested in the economics of independence? This white paper compares and contrasts items like revenue, cost control, and more.

DOWNLOAD WHITE PAPER

Wealthies Circle Spotlight

The Best Way to Ask for Referrals

Contributed by Cetera

A simple but profound adjustment can maximize client referral opportunities.

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