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Wealth Management Daily Memo

JANUARY 30, 2019

TECHNOLOGY

T3: Riskalyze Cozies Up To Financial Planning, Invest.us Launches

Samuel Steinberger

The former CEO of Finance Logix officially launched a cloud-native software consulting firm, while Riskalyze debuted a new Timeline feature.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Retirement Researcher Jon Guyton Practices What He Studies

Michael Kitces

Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.

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SPONSORED CONTENT

Delighting the Customer: The Importance of Customer Perception

Sponsored by American Portfolios

Customer service is the most vital aspect of the business model.

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PEOPLE

JPMorgan Says Barry Sommers Leaves Wealth Management Job

Reuters

David Frame will become chief of U.S. Wealth Management for JPMorgan Chase.

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SPONSORED CONTENT

A Case for Mid-Cap Equities

Sponsored by Carillon Tower Advisers

Ae you overlooking mid-cap stocks? Find out why this asset class may be the missing piece of your portfolio.

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