WealthManagment.com Daily Memo
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Wealth Management Daily Memo

DECEMBER 20, 2018

TECHNOLOGY

LPL Makes Its Model Wealth Portfolio Platform More Attractive to Advisors

Diana Britton

The independent broker/dealer is making it a lot easier—and less expensive—for advisors to run their own portfolios within its centrally managed account platform.

FULL ARTICLE

PEOPLE

In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans

Michael Thrasher

The technology platform associated with RIAs and family offices is intent on working with bigger industry players.

FULL ARTICLE

SPONSORED CONTENT

Opening the Doors to China's Markets

Sponsored by VanEck

Investors have growing opportunities to gain exposure to China’s equity and bond markets.

FULL ARTICLE

ETFS

Gold’s Back In Play

Brad Zigler

Got room for it in your portfolio?

FULL ARTICLE

SPONSORED CONTENT

Delighting the Customer: The Importance of Customer Perception

Sponsored by American Portfolios

Customer service is the most vital aspect of the business model.

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