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ThinkAdvisor

Daily Wire

May 24, 2019

News

House Passes Secure Act Retirement Bill

By Melanie Waddell

A provision affecting 529 plan accounts was stripped from the bill before the vote. Read More

News

DOL Fiduciary Rule Release Set for December

By Melanie Waddell

An earlier release is possible given the SEC's expected timeline on Regulation Best Interest. Read More

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News

Crisis of Confidence Hits Retirement Plan Participants: J.D. Power

By Michael S. Fischer

Retirement confidence is directly linked to rollover decisions, J.D. Power's Mike Foy says. Read More

News

Trump to Approve $16 Billion More in Farmer Trade-War Aid

By Mike Dorning and Isis Almeida

Agriculture Secretary Sonny Perdue said Thursday that China is targeting Trump's political base with retaliatory tariffs. Read More

News

How Women's Foundations Use Their Money

By Michael S. Fischer

Most of it goes to local nonprofits, research finds. Read More

Commentary

Advisors Need Advisors, Too

By Stephanie Holly

RIAs need to understand the math: The more a practice is worth, the more the owner can sell it for upon retiring. Read More

Save the Date

ACE 2019 - Annual Conference Experience

May 5-8, 2019
Aria Resort & Casino | Las Vegas

There’s a reason we call it a “conference experience”: ACE offers four days of unparalleled exposure to the sharpest thinkers and practitioners — blending Ivy League-quality education with practical application. With more than 60 educational sessions, this event redefines the concepts of learning and education by offering seven marquee-level General Sessions, short-form Edtalks, interactive Facilitated Labs and Deep Dive workshops, Breakout Sessions and Super Sessions organized into six customizable tracks. Learn More

Resources

The Benefits of Owning Municipal Bonds

Sponsored by: Gurtin Municipal Bond Management, a PIMCO company

If your clients aren’t already investing in municipal bonds, it might be time to start. Use this tool to show them the potential of this type of investment vehicle. Learn More

Mid-Year Market Lessons From Top Active Asset Managers

Join this complimentary webcast to discover disciplined, systematic and team-based ways to produce stellar results, and understand the opportunities and dangers that are on the horizon for the market. Learn More

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