Wealth Management Daily Memo

MARCH 25, 2019

Focus Financial Taps HiddenLevers For Business Intel Platform

Davis Janowski, Samuel Steinberger

Focus entered a strategic business relationship with HiddenLevers to build new tech for the RIA consolidator, which is now available to some partner firms

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High Net Worth

A Faster Way to Answer Family Business Questions?

Mitzi Perdue

John Krubski's approach, albeit unusual, can produce meaningful solutions.

SPONSORED CONTENT

From the Desk of the Global CIO: Late-Cycle Drama Is Unfolding

Sponsored by Guggenheim

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.

Technology

Robinhood Buys Media Company

Samuel Steinberger

MarketSnacks, which had agreements with companies like Betterment and Fidelity, will be rebranded as Robinhood Snacks as part of the deal.

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Holistic Planning with Fee-Based Insurance

Sponsored by Nationwide Advisory Solutions

Fee-Based Insurance: A Missing Asset Class

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