WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 29, 2019

INDUSTRY

HighTower Acquires $1 Billion RIA Schultz Collins

HighTower's fourth acquisition this year is the West Coast-based RIA Schultz Collins.

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TECHNOLOGY

Principal Financial Group Launches SimpleInvest Hybrid Robo

The hybrid offering combines a digital approach with human assistance when needed and leverages tech and expertise from the firm's 2018 RobustWealth acquisition.

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One Secret to Thrivent's Investment Success: Systematic Alpha Management

Read more about Thrivent's portfolio management process we refer to as "systematic alpha."

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PEOPLE

UBS Star Ex-Broker Wins $1.5 Million Gender Discrimination Award

Christine Carona was called a “bitch” on six to twelve occasions by her former boss, who also made derogatory comments about her personal life in front of UBS employees, according to the September 30 ruling.

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In Today's Fee War, Financial Advisors Win

How to leverage the trading revolution for your clients.

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