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Wealth Management Daily Memo

DECEMBER 20, 2017

INDUSTRY

CFP Board Revamps New Standards Proposal, Removes Disclosure Requirements

Diana Britton

In the newest version of its proposed standards, the CFP Board retains the extension of fiduciary duty to all financial advice and removes disclosure requirements before an advisor enters into a formal relationship with the client.

FULL ARTICLE

TECHNOLOGY

Ellevest Now Offers Traditional, High-Touch Wealth Management

Michael Thrasher

Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.

FULL ARTICLE

SPONSORED CONTENT

The 'Plan it Forward' Approach to Financial Advice

Sponsored by eMoney Advisor

Are you the linchpin to financial success? Here’s a sure-fire way to find out.

FULL ARTICLE

TECHNOLOGY

JPMorgan Chase Powers Up Robo-Advisor for Fintech Race

The goal is to offer “guidance and advice for a broad range of clients, whether you have a few thousand dollars, or more."

FULL ARTICLE

Reuters