WealthManagement.com Daily Memo
Wealth Management Daily Memo

JULY 9, 2021

Major Deals Landed by Envestnet, JPMorgan, InvestCloud & Broadridge

Four major wealthtech players landed sizable deals in the past few months. Here's why advisors should take note.

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A New, Multi-Trigger Approach to Mitigating Risk

Unlike traditional stock loss options and risk-on/risk-off approaches, this system employs a multi-facet methodology to tactically mitigate downside risk.

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ETFs

Fund News Advisors Can Use: SEC Moves Towards Greater Diversity in Asset Management

The SEC may soon require greater transparency of the diversity at asset managers; SMArtX adds 56 new strategies to its TAMP platform; and J.P. Morgan launches two new non-transparent active ETFs.

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Managing Irrevocable Trust Assets: Heed the “Guardrails”

Are you fully aware of risks and responsibilities involved with managing irrevocable trust assets?

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Technology

Broadridge To Integrate Tifin, Remote Work Taxes Tech, AssetMark Completes Voyant Acquisition

A roundup of recent technology news starting with Tifin Group's Broadridge connection.

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Industry

This Week in Wealth Management Deals

The advisor moves and acquisitions you may have missed the week of July 5, 2021.

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