Morning Memo
 
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Wealth Management Morning Memo

JULY 19, 2022

RETIREMENT PLANNING

Is an Activist Department of Labor Good for the 401(k) Industry?

Fred Barstein

Perhaps some things are best left to the SEC.

FULL ARTICLE

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TECHNOLOGY

True North Networks Merges With RightSize Solutions

Davis Janowski

The combined firm could become a major player in providing managed security and cybersecurity services to independent RIAs.  

FULL ARTICLE

RESOURCE CENTER

Using Volatility Expectations for Successful Option Trading

Sponsored by Nasdaq

Learn how to create systematic approaches to NDX as well as choose the best options relative to an individual's outlook.

READ MORE

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RIA NEWS

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

Ali Hibbs

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

FULL ARTICLE

HIGH NET WORTH

Going Downstream Isn’t Necessarily the Key to Success

Randy A. Fox

It’s about finding ways to work with the highly affluent who don’t have lots of investible assets to give you (yet).

FULL ARTICLE

SPONSORED WEBINAR

Turning Efficiency into Scale: Trends in Investment Management Outsourcing

Sponsored by Flexshares Exchange Traded Funds

Join on July 20th for a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Live Oak’s James Hughes on Underwriting RIA Growth

David Armstrong

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

Sponsored by LPL Financial

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WMRE COMMON AREA PODCAST

The Latest Outlook on the Future of Offices with Julie Whelan

David Bodamer

David Bodamer is joined by Julie Whelan, global head of occupier thought leadership at CBRE, in discussing how “return-to-office” is playing out.

LISTEN NOW