WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 26, 2018

TECHNOLOGY

A Primer on Artificial Intelligence for Financial Advisors

Former wealth management CTO Doug Fritz breaks down AI and explains how advisors can use it now and what to expect in the future.

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HECKERLING 2018

Securities, Basis and Debt... Oh My!

A chat with Paul Lee about how advisors can leverage the mutability of the bases of public securities.

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HECKERLING 2018

Ten Standout Booths at Heckerling 2018

Back by popular demand, we highlight the most creative (and swaggiest) booths at this year's conference in Orlando.

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