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Wealth Management Morning Memo

JANUARY 31, 2019

TECHNOLOGY

Longtime Rivals Form Apprise Labs With Help From Envestnet

Davis Janowski and Samuel Steinberger

Likely composed of code from three longtime competing financial planning companies, Apprise Labs will have an initial focus on estate planning and cash flow.

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TECHNOLOGY

T3: Data Aggregator PCR Integrates With Schwab

Samuel Steinberger

Schwab wants to get away from binary file transfers, says Private Client Resources' CEO Bob Miller, but adoption is a sticking point.

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Sponsored by Cetera Financial Group

Increase the value and stickiness of your client relationships.

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ETFS

What’s Up (Down) With Stocks?

Brad Zigler

Market breadth breaks a two-year downtrend.

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The First 90 Days

Sponsored by BNY Mellon's Pershing

Success for breakaway RIA firms is driven by practical and cultural factors.

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The Daily Brief

TECHNOLOGY

Searching for Talent, Betterment Plans Second Office in Philadelphia

Michael Thrasher

The robo advisor considered Austin, Denver and other cities for its expansion.

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