Wealth Management Daily Memo

JULY 15, 2019

INDUSTRY

Schwab in Talks to Buy USAA Wealth, Brokerage Units, WSJ Reports

John Gittelsohn and Devon Pendleton

The San Francisco-based brokerage firm is in talks to buy USAA’s brokerage and wealth-management operations for roughly $2 billion.

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BUSINESS PLANNING

Don’t Charge for Reporting on Outside Assets

Matt Sonnen

This additional service pays for itself, many times over.

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TECHNOLOGY

Riskalyze Fintech Report Card: June 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

The RIA Roadmap: Your essential guide to making the transition

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