WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JANUARY 14, 2021

TECHNOLOGY

eMoney Launches Its First App: Incentive

Samuel Steinberger

First announced in 2019, eMoney Advisor's Incentive app, formerly called Project Avocado, is now generally available.

FULL ARTICLE

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INDUSTRY

Citi Consolidates Wealth Management Business

Asia Martin

Citi services for the high net worth and the average Joe are merging under one roof.

FULL ARTICLE

2021 MARKET OUTLOOK

Active Management Can Help Advisors Through Market Volatility

Sponsored by Thrivent Asset Management

The past two 21st Century market crashes show that actively-managed funds have a clear advantage over passive funds.

FULL ARTICLE

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TECHNOLOGY

Planning, Risk Assessment And Investment Management As One

Andrew Aziz

The time has come for goals-based financial planning technology to be more comprehensively interwoven with investment management.  

FULL ARTICLE

SPONSORED CONTENT

What Makes Gold a Strategic Asset to Investors?

Sponsored by World Gold Council

Our analysis illustrates that adding between 2% and 10% in gold to a hypothetical US pension fund average portfolio over the past decade would have resulted in higher risk-adjusted returns.

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Wealthies Circle Spotlight

Managed Accounts Can Provide a Better Return than Mutual Funds

Contributed by SmartX Advisory Services

Learn how accessing managed accounts through SMArtX Advisory Solutions’ advanced technology platform helps investors.

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