Wealth Management Morning Memo

JUNE 18, 2020

TECHNOLOGY

CFP Board Tech Provisions Sow Confusion

Samuel Steinberger

The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.

CAREERS

2020 Will be a Great Year for Recruiting

Wendy Leung

As we start to emerge from the COVID-19 crisis, there remain five key reasons why this is still a good time for those considering change.

SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Sponsored by John Hancock Investment Management

Learn why long/short equity strategies are in focus now.

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BUSINESS PLANNING

When Death Touches Your Workplace During COVID-19

Amy Florian

Tips and resources for supporting grieving colleagues, despite the lack of physical interaction.

The Daily Brief

INDUSTRY

Fast-Growing Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA

Diana Britton

This marks Cresset's third and largest deal since it was founded.

PEOPLE

Addepar Hires BlackRock Veteran Ruchir Swarup as CTO

Davis Janowski

Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.

SPONSORED WEBINAR

Leveraging Performance Reporting Tools to Build Relationships — and Elevate Client Experiences

Sponsored by Addepar

Attend this webinar on June 18 and hear leading experts in portfolio-reporting technology, innovation and wealth management solutions provide answers to key questions.

TECHNOLOGY

Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date

Diana Britton

As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.

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