Wealth Management Morning Memo

JUNE 21, 2019

RETIREMENT PLANNING

Advisor Skepticism Over ESG Beginning to Wane

Mark Miller

Some data suggests advisors are taking more of an interest, even if the majority are still too “stale, male and pale” to consider a change.

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HIGH NET WORTH

Capitalizing on the Affluent Opportunity

David H. Lenok

Who's going to win the game?

SPONSORED CONTENT

A Different Perspective on Sequence-of-Returns Risk Around Retirement

Sponsored by T Rowe Price

This analysis evaluates the impact of sequence-of-returns risk on target date investing.

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ALTERNATIVE INVESTMENTS

Gold’s On The Move

Brad Zigler

Renewed interest due to … interest?

SPONSORED CONTENT

Seven Keys to Upgrading Your Advisor Tech

Sponsored by Orion Advisor Services

Don’t get burned when modernizing your tech stack.

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The Daily Brief

TECHNOLOGY

Plaid's Quovo Acquisition Bearing Fruit

Samuel Steinberger

With Plaid's financial firepower, Lowell Putnam and team accelerated development of a new investment-related tool.

TECHNOLOGY

Addepar Inks Reseller Partnership With Mirador

Davis Janowski

The West Coast fintech firm will be resold to wealth management firms and UHNW family offices with customized analytics and reporting.

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