Morning Memo
Wealth Management Morning Memo

FEBRUARY 12, 2018

CLIENT RELATIONS

Seven Conversations to Have with Clients

Exceed their needs by offering more than investment advice.

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INFORMA INTELLIGENCE

Abby Who? Abby Normal

The blame game for the market declines has started, all of it legit. But in truth, haven’t we known the market was expensive, and a correction overdue?

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TECHNOLOGY

Fintech Report Card for January 2018

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

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The Daily Brief

The Dallas Cowboys Have a New Neighbor: RBC Wealth Management

RBC Wealth Management U.S. leased a new 8,800-square-foot office space in The Star in Frisco, Texas, where the NFL's Dallas Cowboys are headquartered. The brokerage said the building's top amenities and location were among the reasons it chose to move. ...

Robo Hybrid Grove Raises $2.1 Million in Funding

Grove, a hybrid robo advisor that pairs investors with financial advisors and a chatbot, recently raised $2.1 million in seed funding, TechCrunch is reporting. Founded by Chris Hutchins, who co-founded Milk with Kevin Rose and was a partner at Google Ventures, Grove is an alternative to both the traditional financial advisor and traditional robo advisor.  ...

For The Love of Money

Money may not be able to buy love, but according to a recent survey by The National Financial Educators Council, it likely has an impact on who you’re attracted to. When faced with the prompt: "In my most recent romantic relationship, we shared money attitudes and habits that were…" roughly 67 percent of respondents answered either “Very similar” or “somewhat similar.” ...

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