Morning Memo
Wealth Management Morning Memo

OCTOBER 14, 2020

TECHNOLOGY

Identify Your Ideal Client Before You Determine Your Tech Stack

Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.

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RETIREMENT PLANNING

Time for Tontines?

Tontines have advantages over annuities and traditional investment portfolios. Why aren't they more popular?

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SPONSORED CONTENT

Gold Mid-Year Outlook 2020

Explore the trends and risks that could impact gold in the months ahead.

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HIGH NET WORTH

Have You Even Seen One Family Office?

Admission of ignorance is often the first step in our education.

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INDUSTRY

Fidelity Investments to Hire 4,000 People in Next Six Months

The additions will be in areas including financial advisers and customer service agents

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SPONSORED CONTENT

Fundamentals of Behavioral Finance: Overconfidence Bias

How overconfidence can lead to bad outcomes—and how advisors can nip it in the bud.

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Wealthies Circle Spotlight

Is The New Normal Accelerating the Need for Better Portfolio Management Technology?

For advisors who have been hanging onto inefficient legacy portfolio management tech systems and manual processes, you may want to assess if you’re positioned to handle the complexities of a new era with new expectations.

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The Daily Brief

INDUSTRY

UBS Co-Launches COVID-19 Fellowship Program

The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.

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PEOPLE

Talking Real Money Podcast Hosts Join Apella Capital

Don McDonald and Tom Cock, hosts of the “Talking Real Money” podcast and co-founders of the RIA Vestory, will expand Apella’s West Coast footprint.

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