Morning Memo
Wealth Management Morning Memo

MAY 22, 2018

TECHNOLOGY

Fidelity Introduces Cora, a VR Financial Agent

VR is not just for video games. Built from scratch, Fidelity collaborated with Amazon to develop its virtual reality financial agent, Cora. 

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RETIREMENT PLANNING

Will Tax Reform Cause a Roth Conversion Bonanza?

Middle-income IRA owners could have a great opportunity.

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Lifecycle Approach To Wealth Management

Know these 5 important stages to understand. Downloadable guide.

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TECHNOLOGY

Five Steps Top Advisors Take When Evaluating New Technology

One size does not fit all.

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The Daily Brief

Women Are Becoming Billionaires at a Faster Rate Than Men

An increasing number of women are becoming billionaires, in fact, women are joining the three-comma-club at a faster rate than men, according to Wealth-X's annual billionaire survey. In 2018, 321 women said their holdings were over $1 billion, an 18 percent increase compared to 2017. ...

Merrill Advisors Start Their Own Firm Through Focus
A team of advisors managing $800 million in assets in Pasadena, Calif. have left Merrill Lynch to start their own registered investment advisory through Focus Financial Partners. Pasadena Private Wealth is led by advisors Iain Whyte, Simon Holford and Bryan Muth. ...

Securian Financial Launches "Every Moment Counts" Ad Campaign
Securian Financial has launched its first-ever national television advertising campaign, the company announced on Monday. In conjunction with sponsorships with four Major League Baseball teams, the campaign focuses on families and the "here and now." ...

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