Wealth Management Daily Memo

MAY 7, 2019

CAREERS

Cetera's New Succession Planning Program Guarantees a Buyer for Advisors' Books

Diana Britton

The enhanced program includes a valuation tool powered by Truelytics and a promise to buy an advisor's book of business if no one else will.

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TECHNOLOGY

Salesforce Pairs Einstein Analytics With Its CRM

Samuel Steinberger

The platform comes with a pre-packaged duo of analytical models commonly used by Salesforce customers.

SPONSORED CONTENT

Aging. Uber. Perfect Together.

Sponsored by Hartford Funds

New academic research shows how technology will change aging.

EQUITIES

From Gundlach to Sundheim: Sohn Conference's 2019 Trade Ideas

Saijel Kishan, Hema Parmar, Katia Porzecanski and Alexandra Stratton

The biggest takeaways from one of the hedge fund industry's biggest annual events.