WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 15, 2018

TECHNOLOGY

Data Aggregators Develop "Open Data Access" Standards

Data aggregators and fintech firms are having their own "don't be evil" moment, as they try to balance the benefits of open data access with the risks posed by breaches and fraud.

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RETIREMENT PLANNING

How to Help Do-It-Yourself Investors Address the Retirement Gap

DIY investing may help clients bridge the retirement gap by reducing portfolio management costs, but it can result in other “gaps” opening wider.

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SPONSORED CONTENT

The Future of Model Access and Delivery

Read Vestmark’s recent E-Book to discover what the future holds for model access and delivery and learn how third-party model platforms will help.

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FUND FLOWS

Investor Sentiment Turns on Emerging Markets

Emerging Markets Equity Funds recorded their biggest weekly outflow in over eight months with all four of the major regional groups experiencing net redemptions.

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