Wealth Management Daily Memo

MAY 2, 2019

TECHNOLOGY

Bergman: Envestnet's Plans For PortfolioCenter, MoneyGuide

Samuel Steinberger

One-on-one with Jud Bergman, who discusses financial planning, Apprise Labs, the big tech name he hopes to emulate and more in a wide-ranging Q&A.

INDUSTRY

Cresset Acquires $575 Million RIA in San Francisco

Michael Thrasher

Cypress Wealth Advisors is the second RIA managing over $500 million that Cresset has acquired this year.

SPONSORED CONTENT

Active or Passive? Yes.

Sponsored by Hartford Funds

This research shows how active and passive investing can coexist.

ETFS

ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, First Bridge Data

These ETFs saw the biggest outflows over the past 30 days, measured by one-month net flows–to-assets ratio.