AUGUST 7, 2020

TECHNOLOGY

Coronavirus Fears Accelerate WealthTech Innovation

Samuel Steinberger

Clients are facing the pandemic by re-evaluating early retirement, and even their own life expectancies. Technology providers are responding.

FULL ARTICLE

ETFS

ETFs that Saw the Greatest Outflows in the Past Month

Aniket Ullal, First Bridge Data

These funds lost the most money over the past 30 days.

FULL ARTICLE

INDUSTRY

Focus Revenues Grow Nearly 4% Over Last Year on M&A Activity

Erick Bergquist

Focus attributes the growth to three RIA acquisitions as well as 15 sub-acquisitions it made on behalf of its partner firms over the last year.

FULL ARTICLE

WEALTHTECH WINNERS CIRCLE PODCAST

A Disrupter in the Wealth Management Tech Industry

Timothy D. Welsh

Oleg Tishkevich, CEO of INVENT.us., explains how Cloud Native can take advisors into the next level of coordination, integration, simplification and workflow automation.

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The Daily Brief

INDUSTRY

Carson Group Donates $500,000 to Support Black Financial Planners

Diana Britton

The money will help fund the CFP-registered financial planning programs at four historically Black colleges and universities.

FULL ARTICLE

TECHNOLOGY

HSA Provider Lively Adds Automated Investing, Access to DFA Fund

Samuel Steinberger

The direct-to-consumer HSA provider partnered with Devenir to give consumers access to automated investing features.

FULL ARTICLE

INDUSTRY

LPL Financial Recruits $200M Team From Northwestern Mutual

Diana Britton

San Diego-based advisors Scott Dudley and David McQuade align with Financial Advocates, one of LPL Financial’s largest offices of supervisory jurisdiction.

FULL ARTICLE

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