Wealth Management Morning Memo

JUNE 28, 2019

TECHNOLOGY

Betterment’s Top Trader on How the Robo Manages Trades

Michael Thrasher

The 25-year-old former forex trader monitors the robo's trade executions and often saves clients from themselves.

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EQUITIES

Trade Deal or No Deal at the G20 Summit?

Josh Duitz

While it is difficult to quantify precisely the direct and indirect impacts of trade tensions, they have caused global growth predictions to slow.

SPONSORED CONTENT

Generating Alpha in International Investments

Sponsored by Harbor Funds

What is Harbor’s investment approach?

MARKETING

Five Financial Advisor Web Design Examples that Attract & Convert

Christopher P. Wendt

Your website can be either your biggest asset or your largest liability.

SPONSORED CONTENT

Don’t Forget About Generation X

Sponsored by The Investment Center

Millennials may be a big part of tomorrow’s advisory practice, but Generation X is where today’s advisors should be focusing.

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The Daily Brief

ADVISOR CHANNELS

Atria-Backed IBD Recruits $600 Million OSJ

Diana Britton

The New Jersey-based team of 12, led by Bert Riley, was attracted to the firm’s capabilities and boutique feel.

TECHNOLOGY

CircleBlack and RightCapital Announce Integration

Samuel Steinberger

The wealthtech firms' integration aims to make planning and investment management go hand-in-hand.

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