Wealth Management Daily Memo

OCTOBER 22, 2021

Addepar Acquires Trading And Rebalancing Platform AdvisorPeak

Davis Janowski

The rapidly growing Addepar needed a native rebalancer in its platform, which now has $3 trillion in assets under advisement.

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TECHNOLOGY

Riskalyze Fintech Report Card: October 2021

Aaron Klein

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Technology

Orion Acquires RegTech Provider BasisCode

Samuel Steinberger

Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.

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SPONSORED CONTENT

Talking to Your Clients About Responsible Investing

Sponsored by Parnassus Investments

Let clients know you can help them align their investments with their values.

REAL ESTATE

When Raising Money Is Not the Problem: S2 Capital’s Scott Everett on Current Multifamily Dynamics

Jenn Elliot

“In October 2020, we started fielding an insane number of calls from huge investors that had never invested in Sunbelt markets,” Everett says.

ALTERNATIVE INVESTMENTS

Dune Is the Sci-Fi Epic Commodities Traders Have Always Wanted

Max Reyes

Spice, spice, baby.

SPONSORED WEBINAR

Uranium: Fueling Decarbonization on a Path to Net-Zero

Sponsored by North Shore Indices

Join this webinar on Oct. 28th for an overview of the opportunity in Uranium and nuclear energy. You'll hear how nuclear energy will play a vital role in decarbonizing our modern economy.

Wealthies Circle Spotlight

The Commonsense Guide to Independence

Contributed by Commonwealth Financial Network

Practical tips for the breakaway financial advisor.

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