Morning Memo
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Wealth Management Morning Memo

JULY 26, 2018

TECHNOLOGY

Oranj Adds PIMCO, WisdomTree Funds

Samuel Steinberger

WealthTech platform Oranj is now offering a new slate of products on its free platform.

FULL ARTICLE

PHILANTHROPY

Charitable Gift Valuations Before a Business Sale

Chris Mellen

Donations of privately held company stock and DAFs.

FULL ARTICLE

CLIENT RELATIONS

A Caffeinated Life Hack Tip From My Financial Advisor

John Kador

It’s not all about investments and retirement. Here, a client learns a lesson on the everyday meaning of value from his advisor.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Up-To-Date Allianz Annuities Data Available In Orion Platform

Samuel Steinberger

Orion continues to beef up its annuities data.

FULL ARTICLE

CLIENT RELATIONS

Advisors Prefer Face-to-Face Meetings

WealthManagement.com Staff

Advisors are not big fans of Skype and FaceTime to communicate with clients.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Crypto-Loan Company Raises Millions in Funding Round

Samuel Steinberger

The funding includes a $2.5 million equity investment from digital currency and blockchain tech firm Galaxy Digital Ventures.

FULL ARTICLE
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