Morning Memo
 
Wealth Management Morning Memo

JUNE 12, 2024

TECHNOLOGY

FactSet Invests $12.5M In Aidentified

The funding will be put toward research and development, hiring and enhancements to data quality.

FULL ARTICLE

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WHAT'S IN MY MODEL PORTFOLIO

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.

FULL ARTICLE

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BUSINESS PLANNING

A Strategic Approach to Asset Splitting Among RIA Custodians

An RIA’s level of satisfaction with a custodian is directly correlated with the proportion of assets held with them.

FULL ARTICLE

RPA

Is the 401(k) Industry Entering a ‘Second’ Golden Age?

Victory belongs to the most tenacious.

FULL ARTICLE

WEBINAR

Cracking the Code: Case Studies on Successful Tech Adoption

Join us on June 26, 2024, to uncover the secrets of successful tech adoption through real-world case studies.

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