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Wealth Management Morning Memo

JULY 24, 2019

REGULATION AND COMPLIANCE

Planning for Form CRS

Ed McCarthy

The form’s rules create several challenges. Don’t delay working on it.

FULL ARTICLE

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TECHNOLOGY

Envestnet Announces Improvements To MoneyGuide's MyBlocks

Samuel Steinberger

The enhancements include improved connectivity with Redtail and a MoneyGuide spin on Yodlee account aggregation.

FULL ARTICLE

SPONSORED CONTENT

Getting to know Regulation Best Interest

Sponsored by Advicent

Here are the need-to-know highlights on the SEC Reg BI rule.

FULL ARTICLE

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ETFS

What’s The Best Gold Play?

Brad Zigler

A mining stock ETF with the best potential.

FULL ARTICLE

SPONSORED CONTENT

Valuing Callable Municipal Bonds

Sponsored by Gurtin Municipal Bond Management, a PIMCO company

Current municipal bond conventions often don't accurately capture the true value of a bond.

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The Daily Brief

TECHNOLOGY

Robinhood Continues Raising Millions

Samuel Steinberger

Robinhood's latest funding round puts the company's valuation north of $7 billion.

FULL ARTICLE

INDUSTRY

Aaron Wealth Advisors Launches Board to Discuss ESG Funds

Patrick Donachie

The Chicago-based firm's "Impact Advisory Board" will discuss individual investment opportunities and broader trends pertaining to impact investing.

FULL ARTICLE

Answer These Seven Questions for a Chance to Win a $250 Gift Card

We’re interested in learning more about how advisors view online prospecting tools for lead generation, so we’re conducting a quick (and confidential) poll of advisors who have interesting views on the topic.

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