Wealth Management Morning Memo

AUGUST 13, 2021

TECHNOLOGY

Report: Schwab's Cash Strategy Costs Investors—And Itself—Millions

Samuel Steinberger

Charles Schwab's robo strategy for cash cost investors millions in the last six years. It's also a missed revenue opportunity for the discount brokerage, according to Bankend Benchmarking's Robo Report.

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INDUSTRY

WEG to Acquire $1.1B Investor Solutions

Asia Martin

Miami-based Investor Solutions is Wealth Enhancement Group’s first South Florida location.

SPONSORED CONTENT

Bridging the Generational Gap: How to Attract Emerging High-Net-Worth Investors

Sponsored by Orion Portfolio Solutions

Emerging HNW individuals want to know that their advisors are acting in the best interests of their goals and financial futures.

MINDY DIAMOND ON INDEPENDENCE

How CPA Referrals Drove Integrated Partners to $12B in Just 5 Years

Mindy Diamond

A conversation with Paul Saganey, founder and president of Integrated Partners.

CLIENT RELATIONS

Three Ways to Connect Your Clients

Stephen Boswell

You’re looking to create a sense of community linked to your service offering.

SPONSORED CONTENT

The Role of Technology in Managing Alternative Investments

Sponsored by Canoe Intelligence

Increasingly, advisors are turning to automation to help them manage data and workflow.

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