WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 27, 2021

TECHNOLOGY

Facing Complaints, Schwab Adds Staff As Short-Term Fix

In the midst of its integration with TD Ameritrade, Schwab is facing angry advisors fed up with poor service.  

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TECHNOLOGY

Orion, Focus Announce Partnership For Banking, Lending Offerings

Advisors on Orion’s platform will gain access to a wide range of cash, personal, nonprofit and commercial lending services.

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SPONSORED CONTENT

Uncover Hidden Value in Corporate Bonds

How do you know if an investment grade bond is attractively valued?

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ETFS

Women in ETFs: “With Every Crisis, ETFs Become Stronger”

There was a divergence in demand for ETFs in 2020 between the classic index-based, low cost beta and more thematic, active strategies, according to a panel at the Women in ETFs conference.

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INDUSTRY

MAI Capital Buys $700M HW Financial Advisors

MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-sized firms.

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SPONSORED CONTENT

Thematic Investing: Turning Insights into Alpha

Recognizing the velocity of change, market participants will increasingly reorient their drive for alpha by relying on insights.

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ADVISOR CHANNELS

Atria Acquires Sixth Independent B/D, SCF Securities

SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

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REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class.

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Wealthies Circle Spotlight

Tegra118 Alliances Featuring Matt Johnson, CEO Red Rock Strategic Partners

Alliances Video Series ft. Tito Singh, CRO, Tegra118 and Matt Johnston, CEO, Red Rock Strategic Partners.

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SPONSORED WEBINAR

Maximizing Financial Dashboards to Leverage Metrics That Matter Most

Join this webinar on Jan. 28th to see how dashboards make it easier to track assets under management, cash–on–cash, notes payable, create a shared, unified view of financial performance, use graphs and visuals to uncover opportunities, define strategic priorities and measures of success.

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