Wealth Management Daily Memo

NOVEMBER 12, 2020

PEOPLE

Advisor Launches Site for Prospects to Find Advisors of Color

Asia Martin

Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors.

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TECHNOLOGY

Envestnet Adds New CTO, Re-Aligns Development Strategy

Samuel Steinberger

Needing a "cohesive strategy," Robert Coppola is replacing Envestnet's retiring Chief Technology Officer, Scott Grinis.

SPONSORED CONTENT

How Do You Talk Politics?

Sponsored by Hartford Funds

See how talking politics with clients can benefit both of you.

ETFS

The 20 ETFs That Saw the Greatest Inflows in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most money flow into them over the past 30 days.

WEALTHIES CIRCLE PODCAST

Addressing Systematic Volatility with Hercules Investments

In partnership with Hercules Investments

Hercules Investment's James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios.

Wealthies Circle Spotlight

Practice Management Challenges Facing Firms

Contributed by Advicent

Advisors face numerous challenges in the planning process. How can FinTech help firms overcome?

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