Wealth Management Morning Memo

APRIL 7, 2021

INDUSTRY

FSI Launches Health Insurance Program For Advisors

Patrick Donachie

The FSI has launched a health insurance program for advisors, with the Institute's head of strategic initiatives calling it a "game-changer."

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TECHNOLOGY

AdvicePay Launches Compliance Feature for Enterprises

Samuel Steinberger

Called Deliverables, AdvicePay's latest advancement is the "final step" in an all-in-one fee-for-service platform.

SPONSORED CONTENT

Wealth Considerations for Business Owners

Sponsored by Regions Bank

Regions Bank's Chris Cooper reflects on the financial landscape.

WMRE COMMON AREA PODCAST

Now is the Time to Invest in Hotels

David Bodamer

Driftwood Capital's Carlos Rodriguez explains why investors should strike now if they want to enjoy the full upside of the post-pandemic recovery for hospitality properties.

MUTUAL FUNDS

Active Manager Darts Hit Target in Decade’s Easiest Stock Market

Claire Ballentine and Vildana Hajric

We're in a stock-pickers' market.