Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 24, 2022

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.

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SPONSORED CONTENT

Growing a Client’s Portfolio with High-Conviction Positioning

Three investment ideas for investors to consider in their portfolios.

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High Net Worth

U.S. Treasury Identifies Art Market Money Laundering as Area of Concern

Study weighs against increased regulations... for now.

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SPONSORED WEBINAR

Staying Profitable While Expanding Your Service Offering

Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability.

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Estate Planning

Landlord vs. Descendants: Who Has Right to Artist’s Estate?

Federal law intersects with copyright issues for the estate of janitor turned famed artist Henry Darger.

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Podcasts

The RPA Edge Podcast: Ascensus CEO David Musto on Acquisitions and Purposeful Tech

Learn how Ascensus is competing with the Fab Five following the acquisition of the Newport Group in this latest podcast from RPA Edge.

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