Wealth Management Daily Memo

AUGUST 12, 2020

TECHNOLOGY

Riskalyze Wades Deeper Into Trading Automation, Tax Alpha

Samuel Steinberger

Risk metrics are only part of the picture at Riskalyze, as the firm pushes deeper into trading and portfolio management.

ETFS

Online Retailers Boosting ETF Returns

Brad Zigler

In-store sales are withering. Online retailers are cashing in.

SPONSORED CONTENT

Who is in the Driver’s Seat?

Sponsored by Riskalyze

Clients aren’t. Software isn’t. So, who’s at the wheel?

RETIREMENT PLANNING

Slow Adoption for Pooled Employer Plans Predicted

Ed McCarthy

While there has been some early interest in pooled employer plans, it will likely take years before they are well-known and widely adopted.