Wealth Management Morning Memo

MARCH 2, 2022

TECHNOLOGY

A Roadmap for WealthTech

Davis Janowski

Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.

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TECHNOLOGY

eMoney Advisor CEO Ed O'Brien Departing For New Role at Fidelity Institutional

Samuel Steinberger

Ed O'Brien is returning to the Fidelity mothership.

SPONSORED CONTENT

5 Reasons to Incorporate ESG Into Employee Benefits

Sponsored by Voya Financial

Aligning investments with values.

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TECHNOLOGY

Onramp CEO Tyrone Ross Jr. Departs Firm

Samuel Steinberger

Crypto education and access provider Onramp Invest will be led by co-founder Eric Ervin.

HIGH NET WORTH

Family Offices See New Challenges to Succession Planning

Anna Sulkin

The values of older and new generations are increasingly difficult to reconcile.

SPONSORED CONTENT

Six Reasons To Consider Sage Intacct Over QuickBooks

Sponsored by Sage Intacct

The only way to future-proof your business is to operationalize it. Now your finance team can enjoy a scalable, best-in-class accounting platform that empowers them to work smarter, not harder.