Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 4, 2022

TECHNOLOGY

Fidelity Updates Wealthscape Platform, Integration Xchange

The custodian also launches a new version of its Wealthscape Investor mobile application.

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ETFS

The 20 ETFs With the Greatest Inflows in the Past Month

These funds took in the most money during a volatile time in the markets.

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FASTCHAT VIDEO

Putting More Energy Behind Income Investing

Learn how the energy infrastructure space has evolved in recent years—and why income investors should be reconsidering the space in a low yield environment.

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MINDY DIAMOND ON INDEPENDENCE

An Insider’s Perspective of LPL Strategic Wealth Services

Kimberly Sanders, senior vice president of advisor solutions for LPL Strategic Wealth Services, discusses the evolution of the supported independence space and dives into how models like LPL’s address the changing needs of advisors and their clients.

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TECHNOLOGY

January 2022 Riskalyze Fintech Five

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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SPONSORED CONTENT

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Trending Podcasts

THE WEALTHSTACK PODCAST

Lori Hardwick on How Technology Is Revolutionizing Wealth Management

Wealthtech executive Lori Hardwick discusses the developments in fintech that all advisors need to know.

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INSIDE ETFS PODCAST

The Future Of Finance and ETFs with Grayscale’s David LaValle

Davie LaValle reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market.

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SPONSORED WEBINAR

Discover the Power to Transform Through Active Ownership

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