Morning Memo
Wealth Management Morning Memo

OCTOBER 13, 2020

CLIENT RELATIONS

Four Client Conversation Topics for the Fourth Quarter

Turn your clients’ worries into workable actions.

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INDUSTRY

XYPN Re-Evaluates Custodian, Builds New Tech

Following last week's closing of Schwab's TD Ameritrade acquisition, XYPN is looking to see if the custodian's actions match its words.

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SPONSORED WEBINAR

A Divergent Nation: Navigating Political & Economic Uncertainty

*Exclusive to Financial Advisors* With the most recent presidential debate cancelled, Frank Luntz will walk us through the political landscape and explain what this could mean for both candidates.

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INDUSTRY

SkyView Adds Investment Bank and Broker-Dealer, Becoming One-Stop M&A Shop

SkyView, the Minneapolis provider of bank financing to RIAs that also runs a list of firms for sale, added an investment bank Monday.

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WEALTHIES CIRCLE DIGITAL FORUM

The Digital Marketing Path Forum

Join our live interactive panel discussions on Oct. 28 starting at 3pm ET / 1pm PT. Panel sessions include, 'Growth through Marketing Automation,' 'Developing Relationships at a Social Distance,' and 'The Power of Public Relations.'

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Wealthies Circle Spotlight

TIAA Case Study

How TIAA simplified the complexity of running multiple managed account programs.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

TECHNOLOGY

DriveWealth Adds Its First Chief Technology Officer

The wealthtech software provider hired fintech veteran Minerva Tantoco as its first CTO.

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INDUSTRY

Northwestern Mutual To Host Women In Tech Conference

The free, virtual conference is scheduled for December and is open to Northwestern Mutual and outside attendees.

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