WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 7, 2023

TECHNOLOGY

Nitrogen Introduces Pricing Plan for Small But Growing RIAs

As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.

FULL ARTICLE

Advertisement

401KTV

401(k) Real Talk: Episode 63: June 7, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

RESOURCE CENTER

Fully Integrated Model Marketplace and Proposal Generation Tools

Rendezvous streamlines proposal generation and model assignments so you can focus on your client relationships.

LEARN MORE

HIGH NET WORTH

Off-shore Assets in a Cross-Border Divorce

Identifying and locating marital assets is one of the biggest challenges practitioners will face.

FULL ARTICLE

CLIENT RELATIONS

Planning Through Turmoil

Take off your financial advisor cap and put on your unlicensed therapist tweed.

FULL ARTICLE

Advisors and AI

TECHNOLOGY

The Minds Behind the Machines: David Plon, Portrait Analytics

Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.

FULL ARTICLE

VIEW THE FULL PACKAGE
CONNECT WITH US

EVENTS

Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY

LinkedIn Twitter Facebook
YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved.

 

 

Manage Subscriptions | Archive | Advertise | Privacy Policy
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -