WealthManagment.com Daily Memo
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TECHNOLOGY | | | Davis Janowski | The new tool replaces a geography-based system with one based on extensive research and client feedback. FULL ARTICLE |
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ETFS | | Diana Britton | The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say. FULL ARTICLE |
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SPONSORED PODCAST | | Sponsored by Morningstar | Join us to break down the latest trends in enterprise wealth. LISTEN NOW |
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RIA NEWS | | Ali Hibbs | Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Ali Hibbs | Cathie Wood says the collaboration provides advisors access to ARK’s crypto strategies with the benefits of direct ownership, low minimums, and portfolio reporting integration. FULL ARTICLE |
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SPONSORED GALLERY | | Sponsored by WealthMark™ | To provide wealth management firms with the reliable, insightful and useful insights needed to attract and retain high-net-worth clients, Schmidt Market Research created WealthMark™. LEARN MORE |
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