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Wealth Management Daily Memo

MAY 13, 2020

TECHNOLOGY

Envestnet Spices Up Performance Reporting Alongside eMoney Founder

Samuel Steinberger

Envestnet's latest earnings call reveals CEO Bill Crager's first major product launch: Envestnet Connect. Edmond Walters is involved.

FULL ARTICLE

TECHNOLOGY

TradingFront Launches "Simplified" Custodial Platform

Davis Janowski

A new no-frills, low-cost, white-label custodial interface sits atop Interactive Brokers RIA platform.

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SPONSORED CONTENT

4-Step Plan: Creating Extraordinary Client Experience

Sponsored by Schwab Advisor Services

Evolving customer expectations are changing the way businesses engage. Use this four-step plan to rethink client engagement and deliver the extraordinary experiences that clients have come to expect.

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ESTATE PLANNING

Proposed Regs Clarify Deductibility of Estate/Trust Administrative Expenses

Alistair Christopher and T. Sandra Fung

Taxpayers may rely on favorable treatment.

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CORONAVIRUS COVERAGE

BUSINESS PLANNING

If David Lee Roth Owned an RIA, How Would He Handle COVID-19?

Matt Sonnen

What would Diamond Dave do (WWDDD)?

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MARKETING

The Value of Digital Marketing Clearer Now More Than Ever

Meghan McCartan

Our current reality of social distancing and virtual meetings shines a spotlight on the need for new ways to reach out and connect.

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HIGH NET WORTH

Wealth, Aging and Technology in a Pandemic

Charles Lowenhaupt

Embracing technology can help in a time of crisis and isolation.

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HIGH NET WORTH

Super-Rich Stranded by Lockdowns Face Higher Tax Bills

Ben Stupples and Devon Pendleton

Tax complications loom for those who are stuck in locations they didn't plan on being at for so long.

FULL ARTICLE