Morning Memo
View Online
Wealth Management Morning Memo

MARCH 1, 2019

TECHNOLOGY

PortfolioCenter Competitors Circle, But Advisors Don't Budge

Samuel Steinberger

Schwab's sale of PortfolioCenter to Envestnet has competitors licking their chops, hungry for new customers. How many new customers will materialize remains unclear.

FULL ARTICLE

MARKETING

Five Charts on How Financial Advisors Use Digital Marketing

WealthManagement.com Staff

Wealthmanagement.com polled financial advisors about their use of digital marketing, including social media.

FULL ARTICLE

SPONSORED CONTENT

The Tailored Fit

Sponsored by Covisum

How advisors can use technology to mass-customize financial planning.

DOWNLOAD WHITE PAPER

EDITOR'S LETTER

Blurred Lines

David Armstrong

The lines between stockbrokers and RIAs are beginning to blur.

FULL ARTICLE

SPONSORED WEBINAR

Thematic Investing in An Evolving World

Sponsored by ALPS

Thematic investing has become very popular over the last few years, but what exactly is it? Learn how to differentiate between themes and how to potentially use themes within a portfolio. Tuesday, March 05, 2019 | 4:00 PM ET / 1:00 PM PT

REGISTER NOW

The Daily Brief

PEOPLE

Dynasty Hires Raymond James Veteran to Run New Florida Headquarters

Michael Thrasher

Angela Gingras is the first new hire in Florida, where Dynasty expects to have between 40 and 50 employees working within a year.

FULL ARTICLE

INDUSTRY

LPL Takes Employees Back to Doom

Diana Britton

The independent broker/dealer decorated its San Diego office like Doom, a first-person shooter game from the 1990s.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF