Morning Memo
 
Wealth Management Morning Memo

AUGUST 5, 2024

Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs

A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed-down version of FMAX. 

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Technology

RIAs Need to Take a Methodical Approach to Embracing AI

Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.

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Industry

Private Credit Sells Funds for Small Investors as Big Ones Balk

Interval funds are being pitched to registered investment advisors as an easy-to-sell entry into direct lending.

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RIA Channels

Boutique Investment Bank HamptonRock Launches Wealth Business

David Dodson, a former Oppenheimer advisor, has joined to lead the wealth management business.

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