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Wealth Management Morning Memo

JULY 11, 2023

RPA EDGE

How the Pandemic Has Changed 401(k) Plans

Fred Barstein

Slower June job growth is cooling the war for talent.

FULL ARTICLE

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TECHNOLOGY

SMArtX To Launch Free Managed Account Platform

Davis Janowski

SMArtY is meant to appeal to advisors who want to use models yet do not have access to sophisticated SMArtX UMA technology.  

FULL ARTICLE

RESOURCE CENTER

Understanding RegTech: Manage the Increasing Complexity of Compliance

Sponsored by SS&C Black Diamond Wealth Platform

This paper explores key ways technology can lessen the burden associated with compliance.

READ MORE

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REAL ESTATE

June Marked the Strongest Month for Public REITs Since January

David Bodamer

Office REITs rose more than 10% among broad-based gains for most property subsectors.

FULL ARTICLE

ESTATE PLANNING

Keeping It in the Family: Planning for the Vacation Home

Jennifer Davis and Elizabeth Pack

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

FULL ARTICLE

WHITE PAPER

Grow Your HNW Business with Lending Tech

Sponsored by UPTIQ

Help HNW clients with liquidity and enhance your competitive edge.

DOWNLOAD NOW

Podcasts

THE WEALTHSTACK PODCAST

Fixing the RIA Fee Billing Conundrum With Lacey Shrum

Shannon Rosic

Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation.

Paid for by Wells Fargo Advisors

LISTEN NOW

ADJUSTED FOR RISK PODCAST

AAM's CIO Cliff Corso on How to Position Portfolios For The Rest of 2023

Ryan Nauman

Advisors Asset Management's CIO Cliff Corso provides his investment outlook for the remainder of 2023.

LISTEN NOW
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