WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 12, 2018

TECHNOLOGY

$80 Million Robo Hedgeable Shutters Its Portfolio Management

Avant-garde automated investment platform Hedgeable notified users it will no longer be managing accounts by mid-August. The company will not be shutting down, co-founders wrote to investors, noting that the company is still solvent and wants to move in a different, presumably blockchain-centered, direction.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Turnkey Investment Monitoring and Reporting Solutions

New technology helps retirement advisors stay ahead of regulatory issues while continuing to build a sustainable practice.

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MUTUAL FUNDS

Fidelity Joins Pursuit of Investors’ Money Through Model Portfolios

Like others, the asset manager sees opportunity in providing financial advisors with investment management solutions.

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SPONSORED CONTENT

The RIA Roadmap: Your Essential Guide to Making the Transition

Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.

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MARKETING

Marketing Helped Top RIAs Grow New Assets Twice As Fast in 2017: Schwab Study

It wasn’t about how much money firms spent, it was how they spent it.

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