Wealth Management Daily Memo

JUNE 19, 2020

CAREERS

Like Father, Like Son (or Daughter): LPL’s Training Program a Popular Path for Advisors’ Kids

Diana Britton

Nearly 40% of LPL’s training program participants have been children of advisors, so the IBD is evolving the offering accordingly.

TECHNOLOGY

Riskalyze Fintech Report Card: May 2020

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

The Human Advantage in Uncertain Times

Sponsored by Orion Advisor Tech

Insights and actionable tips for mastering your technology and using it to strengthen your client relationships.

WEALTHTECH WINNERS CIRCLE PODCAST

Tech Opportunities for Today’s Advisors

BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale, and compete in this age where being efficient and going digital is of the utmost importance.

SPONSORED CONTENT

The Rise of Direct Indexing in a Zero Commission World

Sponsored by Black Diamond Wealth Platform

A new world of zero commission trading and direct indexing.