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Wealth Management Daily Memo

MAY 13, 2022

PEOPLE

Wells Fargo Advisors' Head Retires; Sol Gindi to Replace Him

Diana Britton

Sol Gindi, chief financial officer for Wells Fargo's Wealth & Investment Management segment, will take over for Jim Hays immediately.

FULL ARTICLE

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TECHNOLOGY

Envestnet Wraps Advisor Summit, Announces Truelytics Deal

Davis Janowski

Envestnet announced it acquired Truelytics at its two-day Advisor Summit, as well as a raft of evolutionary developments on the technology front.

FULL ARTICLE

THOUGHT LEADERSHIP SPOTLIGHT

ESG: Sustainable Investment Options

Sponsored by Parnassus Investments

How can investors avoid greenwashing and choose authentic ESG investments?

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HIGH NET WORTH

Common Client Tax Planning Problems Cheat Sheet

Matthew Erskine

CliffsNotes style solutions to some of clients' most taxing problems.

FULL ARTICLE

WMTV ON THE ROAD

Jolt! 2022: Akshay Singh on the Social Proof of Recommended Advisors in Light of the New SEC Marketing Rule

WealthManagement.com Staff

Indyfin on the new SEC marketing rule and digital testimonials from clients.

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