Morning Memo
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Wealth Management Morning Memo

JUNE 10, 2019

HIGH NET WORTH

How Far Do Your Clients Think Their Inheritances Will Go?

John Kador

They're probably overestimating the impact of their potential windfalls.

FULL ARTICLE

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INDUSTRY

New Fidelity Partner to Offer Discounted Private Loans to RIAs

Michael Thrasher

Through Merchant Investment Management, RIAs that custody with Fidelity will have access to discounted private loans to use for acquisitions. It's a "game changer" said Fidelity's David Canter.

FULL ARTICLE

SPONSORED CONTENT

Future of Social Security in Question

Sponsored by Advicent

Accuracy in retirement planning more crucial than ever before.

FULL ARTICLE

TECHNOLOGY

Riskalyze Fintech Report Card: May 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

FULL ARTICLE

SPONSORED CONTENT

Longevity: Does 4% Withstand the Test of Time

Sponsored by Informa Financial Intelligence

Your clients nearing retirement age need to be concerned about outliving their investments.

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The Daily Brief

TECHNOLOGY

Facebook's Crypto Around The Corner?

Samuel Steinberger

Multiple reports have cited a date less than two weeks away for the debut of Facebook's stablecoin.

FULL ARTICLE

PEOPLE

Former Cetera Exec to Lead Blucora’s Wealth Business

Diana Britton

Enrique Vasquez will serve as president of wealth management, which includes Blucora's HD Vest and 1st Global businesses.

FULL ARTICLE

TECHNOLOGY

TD Ameritrade Turns To Open Source Programming

Samuel Steinberger

The financial services company is making "a powerful and scalable Python library," called STUMPY, available to the greater programming community.

FULL ARTICLE
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