Wealth Management Morning Memo

JUNE 23, 2022

TECHNOLOGY

All-Star Roster of Investors Backs Predictive Technology Startup Bento Engine

Davis Janowski

Proactive actions in the advisor tech stack have been talked about for a long time; will this startup finally deliver?

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RIA NEWS

SEI Taps Gabe Garcia to Build Out Tech Platform for RIAs

Ali Hibbs

Custody, financial services and fintech provider SEI names industry veteran Gabriel Garcia to lead development of technology suite for RIAs.

RESOURCE CENTER

XND: Micro Index Options

Sponsored by Nasdaq

Investors have a new way to gain cost-effective exposure to some of the most well-known, top-performing companies. Interested in learning how?

ESTATE PLANNING

Unequal Inheritances Often Equal Hurt Feelings

Susan R. Lipp

But what does "equal" really mean when it comes to divvying up an estate?

INSIDE ETFS PODCAST

ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard

Douglas Yones

The leadership team of Janus Henderson details how the ETF market has been impacted by inflation.

Sponsored by Schwab Asset Management

RESOURCE CENTER

Corporate IAR vs Independent RIA… It’s All About Choice

Sponsored by United Planners Financial Services

In today’s world of increased market volatility and ever-changing regulatory environment, the need for sound financial stewardship is in great demand.

WMTV

401KTV

401(k) Real Talk Episode 21: June 22, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

EDGETV

Eric Clarke on the Future of Wealth Management

WealthManagement.com Staff

Orion CEO and founder Eric Clarke examines how the investment, fintech and RIA channels are converging to change the future of advice.

SPONSORED WEBINAR

5 Advisor Portal Views for Eliminating Operational Pain Points

Sponsored by STP Investment Services

Join on June 30th as presenters walk through five critical portal views that will help you engineer plans for success and discuss best practices for customizing your data to meet your unique leads.