MAY 21, 2020

TECHNOLOGY

Davis Janowski

The deal will bring information security and cybersecurity expertise to a leader in communications compliance technology.

FULL ARTICLE

INDUSTRY

Fidelity Dangles Rewards Program for Wealthy Retail Clients

Asia Martin

The new rewards program is being rolled out to in-house clients with a minimum of $250,000, not the firm's RIA custody business.

FULL ARTICLE

ETFS

Healthcare, Meet Momentum

Brad Zigler

The rush is on to develop vaccines and therapies.

FULL ARTICLE

CORONAVIRUS COVERAGE

HIGH NET WORTH

Encourage Clients to Compile Their “Legal Vault”

Martin M. Shenkman, Susan Joy Bruno and Marc Minker

Ten tips to help clients get their key documents in order.

FULL ARTICLE

INDUSTRY

Hints of What Post-Pandemic Conferences Could Look Like

Samuel Steinberger

Missing life on the conference circuit? A review of a major Microsoft event that went forward during the pandemic could spell out what to expect in the coming months.

FULL ARTICLE

The Daily Brief

INDUSTRY

Concurrent Advisors Builds Out Growth Strategy Team with WealthEngage

Asia Martin

Concurrent acquired Eddy Augsten’s WealthEngage to lead its advisor force in investment and practice management.

FULL ARTICLE

INDUSTRY

Atria Closes Acquisition of Western International Securities

Diana Britton

The deal adds a turnkey branch offering to Atria’s network of broker/dealers.

FULL ARTICLE

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CORONAVIRUS COVERAGE

The Daily Brief