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More Clients Begrudgingly Use Wealth Management Apps

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Categories: Business goods Self-employed without employees Staff Marketing PR | Public Relations Age: 19 until 30 year 31 until 64 years

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WealthManagment.com Daily Memo

NOVEMBER 24, 2020

TECHNOLOGY

More Clients Begrudgingly Use Wealth Management Apps

Samuel Steinberger

Wealth management mobile apps lag those provided by credit cards and banks—and even insurance.

MICHAEL KITCES' #FASUCCESS PODCAST

John Wernz on Growth Via Organic Marketing

Michael Kitces

John Wernz describes how he built the organic marketing engine at Wealth Enhancement Group.

SPONSORED CONTENT

Low Fees Aren't Always the Answer

Sponsored by Transamerica

In recent years, investors have flocked to low- and no-fee investments and providers. But there may be a downside for investors who focus only on fees when making investment decisions.

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ALTERNATIVE INVESTMENTS

BlackRock Bets $1 Billion on Personalized Index Investing

Annie Massa

Aperio, a creator of tailored index strategies, oversees about $36 billion in assets for ultra-wealthy clients and institutions.

SPONSORED CONTENT

In Focus: U.S. Inflationary Forces

Sponsored by John Hancock Investment Management

Investors might need to think about inflation differently as existing frameworks may no longer be useful—new lenses may be required.

Wealthies Circle Spotlight

The Future is Here. Join Us.

Contributed by RFG Advisory

How we built the RIA of the future.

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