WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 27, 2018

TECHNOLOGY

Farewell to Robo Advisors, Hello to Cognitive Computing with a Pulse

Like 19th century textile workers displaced by the power loom, financial advisors have been fretting over robo advisors for a decade. These automated platforms lure assets and clients from humans who would rather talk than text. That was all before data aggregation, cognitive computing and AI took over.

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BUSINESS PLANNING

Michael Kitces’ #FASuccess Podcast: Building A One-Stop Firm to Drive Organic Growth

Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.

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SPONSORED CONTENT

Three Tips on Major Tax Changes

How to discuss the new tax changes with your clients.

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FIXED INCOME

Meeting the Challenge of Impact Measurement

How to show that ESG investments are making the change investors seek without traditional data.

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