Wealth Management Daily Memo

OCTOBER 23, 2018

TECHNOLOGY

Fiserv Presents Financial Planning Solution

Samuel Steinberger

Citing market forces and a lack of solutions, the fintech company eyes turf defended by eMoney and MoneyGuidePro.

ETFS

The Growing Thematic ETF Universe Warrants Scrutiny

Todd Rosenbluth

Thematic ETFs are a good way for investors to round out their asset allocations, but there are some quirks to these funds that require advisors to take a closer look.

SPONSORED CONTENT

The RIA Roadmap: Your Essential Guide to Making the Transition

Sponsored by Schwab Advisor Services

Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Linda Lubitz Boone on the Never-Ending Evolution of an Advisory Firm

Michael Kitces

Linda Lubitz Boone details the changes she's continuously making to improve her advisory firm.

SPONSORED CONTENT

Modifying Investor Behavior: How Advisors Can Protect Clients from Their Worst Instincts

Sponsored by American Portfolios

Get three key strategies to help keep clients from harming their own financial futures.

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