Jun 10, 2026 View in Browser

ThinkAdvisor

Daily Wire

 

analysis

AI-Themed ETFs Don't Make Sense for Most Clients, Analysts Say

By Dinah Wisenberg Brin

Dozens of such ETFs exist, but fund experts say there are better options for AI exposure.

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Analysis

How Advisors Can Protect Clients In Cognitive Decline

By Rob Burgess

Experts say being proactive before problems arise can help ensure retirement security.

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News

Lawmakers Urge DOL to Scrap Indie Contractor Rule Proposal

By Melanie Waddell

In a letter, Democrats told acting Labor Secretary Keith Sonderling Friday to revive the 2024 rule.

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News

Schwab Imposes New Account Curbs as Tax-Aware Strategies Boom

By Justina Lee

Schwab is the latest brokerage to rein in long-short SMAs.

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News

Modern Wealth Acquires $1B Brown & Co.

By Rob Burgess

This is the California-based RIA's second such deal this month.

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News

Boutique ETF Hits $1.5B in Just 10 Days

By Sidhartha Shukla and Isabelle Lee

Roundhill Investments launched a fund called DRAM, which holds a handful of memory-chip stocks, earlier this month.

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Resources

Supply, Demand, and the U.S. Multifamily Housing Shortage

Sponsored by: Grubb Properties

The U.S. multifamily market is at a critical inflection point. As new supply dwindles and demand remains strong, discover the key trends shaping investment strategy and performance in 2026 and beyond.

LEARN MORE

WEBCAST DATE: June 16, 2026

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your practice to thrive in the era of the Great Wealth Transfer.

LEARN MORE

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