Wealth Management Daily Memo

FEBRUARY 7, 2018

TECHNOLOGY

Raymond James to Offer Everplans Document Storage to Clients

Michael Thrasher

The online database service is part of a newly announced suite of planning products for Raymond James advisors.

TECHNOLOGY

Fidelity's Tech Upgrade Includes Data Aggregation and Insights

Diana Britton

Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.

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EQUITIES

SMArtX Expands Direct Indexing Platform

Diana Britton

The company has added 14 direct indexing models from S-Network Global Indexes, including an ESG strategy and a free model that tracks the S&P 500.