WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 20, 2018

TECHNOLOGY

Robinhood Is Ready For Legacy Competition

Vlad Tenev, co-CEO of the investment app Robinhood, said at CB Insight's Future of Fintech conference that he does not view brokerages like Schwab or Fidelity as a threat.

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FIXED INCOME

Why Rising Rates May Not Lift Your Income

The link between Fed Reserve rate hikes, long-term interest rates and investment income is often weak at best.

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SPONSORED CONTENT

The RIA Roadmap: Your Essential Guide to Making the Transition

Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.

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WEALTHCASTS

How to Deal With Client Complaints

Craig Hersch and Patrick Carlson discuss what planners can do when their clients complain.

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