WealthManagment.com Daily Memo
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TECHNOLOGY | | | Diana Britton | The company says the technology now brings “artificial intelligence” to all aspects of advisor marketing. FULL ARTICLE |
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INDUSTRY | | Ali Hibbs | The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by SS&C Black Diamond Wealth Platform | Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance. LEARN MORE |
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PHILANTHROPY | | Anna Sulkin | An application process designed to move along applications for tax exempt status has turned into a free-for-all. FULL ARTICLE |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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SPONSORED WEBINAR | | Sponsored by Helios Quantitative Research | Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations. REGISTER NOW |
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