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JANUARY 13, 2020

INDUSTRY

Fidelity Launches An HSA For Advisors, But Will They Care?

Samuel Steinberger and Davis Janowski

Available to intermediaries, advisors have full discretionary oversight, but questions remain regarding demand.

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TECHNOLOGY

Altruist To Provide Custody Through Citibank

Samuel Steinberger

The RIA-focused software provider is turning to DriveWealth for clearing.

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2020 OUTLOOK

Do Money Managers Sell Too Quickly?

Sponsored by American Portfolios

The due diligence that advisors undertake in selecting money managers to whom they entrust their clients’ assets is a cornerstone function for ensuring their clients’ long-term financial success.

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INDUSTRY

UBS Plans Miami Office to Work With Latin American Wealth Firms

Marion Halftermeyer

Miami has become a key hub for wealthy Latin Americans seeking to shelter assets from turmoil at home.

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