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Wealth Management Daily Memo

SEPTEMBER 6, 2017

CAREERS

Edward Jones Overhauls Program to Support Women Advisors

Michael Thrasher

The brokerage believes the future of the business depends on gender equilibrium with the client base, and will begin benchmarking success (and failure) across regions to achieve it.

FULL ARTICLE

ADVISOR CHANNELS

Ten Fast Growing RIA Firms

Nicholas Ader

You may never have heard of some of the firms on this list, but you’ll likely be hearing more about them soon.

FULL ARTICLE

SPONSORED CONTENT

Inside the Mind of the Client, Part 1

Sponsored by IMCA

Are investors rational or irrational? Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions—and avoid the bad ones. 

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FINTECH

Citizens Financial Starts Robo Advisor With SigFig Partnership

Julie Verhage

UBS and Wells Fargo & Co. have also announced partnerships with SigFig.

FULL ARTICLE

Bloomberg