Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 2, 2022

INDUSTRY

FSI Partners With INROADS to Address Low Industry Diversity

The goal is to bolster mentorship and paid internship opportunities for high school and college-age students from underrepresented backgrounds in the financial services field.

FULL ARTICLE

TECHNOLOGY

MaxMyInterest Rolls Out Improved Integration With Envestnet | MoneyGuide

The updated integration is meant to make advisor oversight and management of client cash holdings easier.

FULL ARTICLE

SPONSORED WEBINAR

Fiduciary Status & IRA Rollovers: The Advisor Impact of PTE 2020-02

Join this webinar on Feb. 22nd to learn what you need to know about the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02 and how you can comply.

REGISTER NOW

RPA EDGE

The Top 3 Pain Points for 401(k) Plan Sponsors

They are not fees, funds and fiduciary.

FULL ARTICLE

EQUITIES

The 60/40 Portfolio Has Worst Loss Since March 2020 on Fed

Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.

FULL ARTICLE