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Wealth Management Morning Memo

OCTOBER 1, 2018

TECHNOLOGY

Could This Startup Provide a New Entry Point to Wall Street?

Davis Janowski

The Lobby lands $1.2 million in seed funding to connect young people with Wall Street insiders.

FULL ARTICLE

INSURANCE

Help Clients Deal With the Increasing Cost of Insurance

Henry Montag

An alarming trend has become standard practice.

FULL ARTICLE

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RETIREMENT PLANNING

Data Points: How Retirement Plan Advisors Use Target Date Funds Today

WealthManagement.com Staff

A breakdown of plan advisors' use of multiple-managers, open architecture and varied glidepaths.

FULL ARTICLE

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The Daily Brief

REGULATION AND COMPLIANCE

LendingClub Failed to Meet Fiduciary Duty, SEC Says

Diana Britton

The marketplace lender’s asset management division and its employees must pay over $4 million in penalties, and its founder is barred from the industry.

FULL ARTICLE

TECHNOLOGY

IFP Announces Tech Agreements Ahead of Broker/Dealer Launch

Michael Thrasher

William Hamm, CEO of Independent Financial Partners, said the deals with Agreement Express, Beam Solutions and Xtiva "will make his advisors’ lives easier."

FULL ARTICLE

MARKETING

Finance Rebrands Itself In Appeal To Young Investors

Samuel Steinberger

Old money is losing out to new money—or is it?

FULL ARTICLE
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