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WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 08, 2024

ETFS

SEC Fines Invesco Advisers $17.5M For 'Misleading' ESG Claims

According to the commission, Invesco overstated how much of its AUM was ESG-integrated because that percentage included all ETFs.

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TECHNOLOGY

WealthStack Roundup: Driven by AI Explosion, Nvidia Again Is Largest Company by Market Cap

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.

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WHITE PAPER
National Cash Balance Research Report

Sponsored by Ascensus

Discover the power of cash balance over traditional DB plans.
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TECHNOLOGY

How Intelligent Automation Drives Growth in Financial Services

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue. 

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PEOPLE

PGIM Taps Morgan Stanley’s Chappuis to Succeed Longtime CEO David Hunt

Jacques Chappuis will take over Prudential Financial's asset management business at a time when asset management has become a key differentiator for US life insurers. 

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WEBINAR
Trends in Trust and Estate Planning 2024

Sponsored by Bank of America

Trusts & Estates surveyed financial advisors and estate-planning attorneys on key trends and client concerns. Explore the rising interest in estate planning, tax worries, and corporate fiduciaries, as well as key insights.
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