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Wealth Management Daily Memo

SEPTEMBER 17, 2020

TECHNOLOGY

Q&A: New CircleBlack CEO Alex Sauickie Lays Out Vision For Mobile Development

Samuel Steinberger

Fintech veteran Alex Sauickie, a former colleague of the late John Michel when the two were at Merrill Lynch, will be leading CircleBlack.

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INDUSTRY

Sustainalytics CEO: ESG Investing Is At An "Inflection Point"

Patrick Donachie

At Morningstar's annual conference, Michael Jantzi detailed increasing interest about sustainable investing, as well as how the COVID-19 inspired more interest rather than reducing it.

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SPONSORED CONTENT

Never Stop Prospecting

Sponsored by Hartford Funds

Makes times of investor uncertainty an opportunity to prospect.

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INSURANCE

Premium Financing: Are the Numbers Real?

Bill Boersma

It can be easy to fall for misrepresentations.

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SPONSORED CONTENT

The Investment Center Is Committed to Helping Advisors Succeed

Sponsored by The Investment Center, Inc.

A dedicated team that supports your practice.

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Wealthies Circle Spotlight

Our Perspectives

Contributed by Guggenheim Investments

Guggenheim offers a variety of timely and insightful perspectives on today’s markets.

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