WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 20, 2022

TECHNOLOGY

Altruist Is Weeks Away From Its Own Direct Indexing Offering

Altruisit is lowering minimums for a version of direct indexing it plans to deploy soon.

FULL ARTICLE

INDUSTRY

LPL Adds Wyoming Advisory Team from Morgan Stanley

Chad Keeler and Brock Rouch are partners in the new independent practice Platte River Private Wealth. The duo are also brothers-in-law and manage about $380 million in assets.

FULL ARTICLE

SPONSORED CONTENT

Behavioral Finance And The Future Of Fintech

Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary.

LEARN MORE

401KTV

401(k) Real Talk Episode 13: April 20, 2022

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

WATCH NOW

HIGH NET WORTH

Using Clients’ Liquidity Events as an Opportunity for Generational Planning

Key conversations for advisors to have with baby boomer business owners and their families.

FULL ARTICLE

WMIQ RESEARCH

New Research: Key Drivers of RIA Growth and Value

Most RIAs have achieved impressive growth in clients served and assets managed in recent years, but some have grown at much faster rates than others. Why? Discover the main drivers of RIA growth and value in our inaugural RIA Edge Study.

FULL REPORT

Podcasts

INSIDE ETFS PODCAST

Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFs

Franklin Templeton's head of global index portfolio management provides the best practices for advisors looking to invest in ETFs.

Sponsored by Schwab Asset Management

LISTEN NOW

RIA EDGE PODCAST

Thrivent Advisor Network's Carolyn Armitage on True Drivers of Growth in the RIA Space

The head of Thrivent Advisor Network discusses the key findings of the RIA Edge study.

Sponsored by Schwab Advisor Services

LISTEN NOW

SPONSORED WEBINAR

The Role of Risk Manager with Hedged Equity Solutions

Join this upcoming webinar on Wed. April 27th for a discussion on risk drivers and opportunities in the current market environment, fed policy and the impact on balanced portfolios, and much more.

REGISTER NOW