Wealth Management Daily Memo

JUNE 7, 2019

TECHNOLOGY

Redtail Incident Reveals Challenges of Cybersecurity Standards

Samuel Steinberger

Despite the comprehensive due diligence parameters of an industry-wide security organization, human error is still the weakest link.

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REAL ESTATE

Tech Opportunities for Real Estate Investors and Advisors

Max Sharkansky

Some of the proven strategies that real estate investment managers are enacting when it comes to utilizing technology.

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Branding Your Financial Advisory Practice

Sponsored by American Portfolios

Three basic steps to branding your advisory practice.

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BUSINESS PLANNING

Four Steps for Managing the Distractions of Summer

Matt Oechsli

Create a daily high-priority summer to-do list, and stick to it.

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Finally, There's Some Income in Fixed Income

Sponsored by Thrivent Mutual Funds

It’s been a long wait, but income investors are finally starting to get a decent yield on their fixed income investments.