Wealth Management Daily Memo

FEBRUARY 22, 2019

TECHNOLOGY

Envestnet | Tamarac Buys Schwab's PortfolioCenter

Samuel Steinberger and Davis Janowski

The Tamarac platform has a long history with Schwab’s PortfolioCenter. Now they own it.

EQUITIES

Seven Factors to Shield Your Clients from Volatility in 2019 and Beyond

Prasad Ramani

Investors and wealth advisors will always have control over how they assess the information in front of them and respond to the conditions of the markets.

SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Sponsored by Aberdeen Standard Investments

Investors should consider opportunities EM offers to better diversify their portfolios.

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RETIREMENT PLANNING

Americans Worry About Retirement, But Not as Much as Europeans

Ben Steverman

Residents in Spain and France are the gloomiest, with more than two out of three people concerned about their financial futures.

SPONSORED CONTENT

Rolling Over Your Retirement Savings

Sponsored by Strata Trust Company

Take an investor-friendly look at all the options and considerations for retirement account rollovers.

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