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Wealth Management Morning Memo

JUNE 5, 2019

TECHNOLOGY

Envestnet Kindles Chemistry Between Advisors, Insurance Carriers

Samuel Steinberger

Is it a match? Launched with six carriers and facilitated by Fiduciary Exchange, LLC, Envestnet is making it easier for advisors to offer insurance.

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EQUITIES

Debunking Six Myths About Climate Investing

Vikram Raju

By painting climate change with a broad brush, investors are overlooking opportunities to potentially generate compelling market returns and make a meaningful impact on the most pressing issue facing our planet today.

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SPONSORED CONTENT

Leveling the Investment Management Playing Field

Sponsored by Orion Advisor Services

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RETIREMENT PLANNING

These Ads Could Be Bad for Your Clients' Financial Health

Ethan Schwartz

Peddlers of retirement products need to give consumers better information.

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SPONSORED CONTENT

Future of Social Security in Question

Sponsored by Advicent

Accuracy in retirement planning more crucial than ever before.

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The Daily Brief

INDUSTRY

Sallie Krawcheck Calls Out Betterment for Homogenous Instagram Post

Patrick Donachie

In a newsletter post, the Ellevest co-founder and CEO criticizes fellow robo advisor Betterment for a lack of diversity on its investment committee.

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INDUSTRY

Emigrant Partners Invests In $950 Million Arizona-Based RIA

Patrick Donachie

The investment in AUTUS Asset Management is Emigrant's second move into the RIA space in the past three months.

FULL ARTICLE
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