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MARCH 23, 2022

RPA EDGE

Should RIAs Start Leveraging 401(k) Plans?

Fred Barstein

Lessons for RIAs from RPAs and why they should not ignore the 401(k) market.

FULL ARTICLE

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TECHNOLOGY

Startup Catchlight Aims To Make Prospecting More Efficient

Samuel Steinberger

Catchlight, a Fidelity Labs-incubated startup, wants to help advisors convert more leads into paying clients.

FULL ARTICLE

FASTCHAT VIDEO

Transitioning Your Business: Teams and Support

Sponsored by Wells Fargo Advisors

Watch as Ryan C. Bibler, Vincent W. Finney, and Joseph P. Panfil at Wells Fargo discusses transitioning your business: teams and support

WATCH NOW

REAL ESTATE

Top 20 Most Desirable Cities Among Gen Z Renters

WMRE Staff

Turns out even after a pandemic, young people love New York and San Francisco.

FULL ARTICLE

PHILANTHROPY

MacKenzie Scott Donates $436 Million to Habitat for Humanity

Paulina Cachero and Sophie Alexander

Scott, 51, the philanthropist and former wife of Amazon.com Inc. founder Jeff Bezos, has a fortune of $54.4 billion. This is her largest gift since joining the Giving Pledge in 2019.

FULL ARTICLE

SPONSORED WEBINAR

Advances in RegTech: Managing Compliance Mandates

Sponsored by SS&C Black Diamond Wealth Platform

Timothy Welsh, will be joined by leading financial advisors on Mar. 31st to discuss anti-money laundering, monitoring your employees trades, managing outside business activities, and more.

REGISTER NOW