WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 3, 2020

TECHNOLOGY

Robo Advice: Citi Enters The Fray

The bank partners with Invesco Jemstep in developing its automated investing application.

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PEOPLE

Former Financial Advisor Found Guilty on 11 Fraud Charges

Anthony Diaz faces up to 220 years in prison.

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Chance To Win $250 American Express Gift Card - Complete this Short Survey

Advisors Only, Please! Can you take a few minutes to help us with a quick survey on how advisors are using portfolio construction solutions to grow their practice and enhance investment outcomes? You'll be entered in a drawing for a $250 American Express gift card.

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ESTATE PLANNING

How to Select an Executor

This key decision is too often an afterthought.

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