Morning Memo
Wealth Management Morning Memo

SEPTEMBER 14, 2020

REGULATION AND COMPLIANCE

Q&A: Hester Peirce Weighs COVID-19's Impact on SEC Agenda

In an interview with WealthManagement.com, the SEC Commissioner offered her perspective on how the markets handled the COVID-19 pandemic's volatility, as well as her thoughts on the newly-implemented Regulation Best Interest.

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REAL ESTATE

Cross-Border Investment Dropped Sharply in the First Half of 2020. But Foreign Buyers Will Come Back.

In spite of the current situation, global real estate investors still have a favorable view of the U.S. market.

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SPONSORED CONTENT

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HIGH NET WORTH

Morgan Stanley’s Rich Clients Shift to Hedge Funds for Defense

Investing is getting more complicated as the market turns volatile, benefiting an industry that fell out of favor in recent years.

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WEALTHIES CIRCLE SPOTLIGHT

Delivering Insights in Wealth Management

How to combine behavioral finance and analytics to deliver insights.

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The Daily Brief

PEOPLE

Docupace Appoints New CMO

The digital operations software developer is adding Ryan George to its c-suite, as the firm's new Chief Marketing Officer.

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TECHNOLOGY

SEI Wealth Platform Adds Integration With RIA in a Box

With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box.

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SPONSORED WEBINAR

3 Steps to Faster Client Onboarding & Improved Productivity

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