MARCH 29, 2021

TECHNOLOGY

Merrill Lynch Launches On Demand Personalized, Data-Rich Client Videos

Davis Janowski

Narrated by Bank of America's digital assistant Erica, the interactive reports pull from technology released in August.

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REGULATION AND COMPLIANCE

Financial Planner Who 'Lied Through His Teeth' During Trial Gets 17+ Year Prison Sentence

Patrick Donachie

The judge overseeing the sentencing of Anthony Diaz said he showed little remorse during his Jan. 2020 jury trial.

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Sponsored by Bill.com

The more value-added services you provide clients, the harder it is for them to replace you. Identifying a safe and secure bill pay service can solve a major pain point for HNW clients, further deepening the advisor-client relationship.

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CLIENT RELATIONS

Advising Women Must Start with Confidence and Transparency

Beth Sweeney

Education is a key component to helping women invest.

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FIXED INCOME

Bond Investors Are Already Betting on a Return to Normal Life

Tasos Vossos

Money managers are betting that vaccine rollouts in the U.K. and U.S. will allow a return to normal life by the summer.

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WEALTHIES CIRCLE PODCAST

The Data vs. Documents Battle Within the Financial Services Industry

In partnership with Docupace

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

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