WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | Rob Foregger, co-founder of Personal Capital and NextCapital, and partner Jim MacIntyre have teamed up with equity analytics and indexing provider MarketGrader to develop the next generation of smart beta and index investing. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Morgan Stanley's wealth unit boasted $110 billion in net new assets over the first quarter, while Bank of America Merrill Lynch stressed it hit a record high of net new relationships, despite a 3% revenue dip. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Midland Advisory | | Addressing the retirement worries of clients and prospects. VIEW THE REPORT |
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| PEOPLE | | | | Diana Britton | | In the latest exodus from troubled First Republic Bank, a 17-member New York team has joined Rockefeller’s global family office, while another advisor goes to City National Bank. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Learn why 42% of firms currently offer direct indexing. LEARN MORE |
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