Morning Memo
Wealth Management Morning Memo

AUGUST 31, 2020

INDUSTRY

Ten Finance Movies Every Advisor Should Watch

The best movies offer advisors important truths about the way real people behave.

FULL ARTICLE

TECHNOLOGY

The Importance of Being Cloud Native

The advantages of being 'Native' extend far beyond being ‘Cloud-Hosted’ or ‘Cloud-Enabled’—especially for financial services firms.

FULL ARTICLE

SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Learn why long/short equity strategies are in focus now.

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INSURANCE

Life Settlements: Doing the Right Thing is a ‘Sometimes’ Mantra

Within the life insurance industry there is vicious infighting with everyone trying to protect their own turf.

FULL ARTICLE

SPONSORED CONTENT

Growing Your Advisor Business During a Recession Whitepaper

Explore investor values and expectations from advisors in times of uncertainty.

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The Daily Brief

TECHNOLOGY

FinApps Case Against Envestnet | Yodlee Will Continue

A federal judge dismissed two counts related to copyright infringement but case will continue on other claims.

FULL ARTICLE

COLLEGE PLANNING

California Bill Exempting 529s From Bankruptcy Goes to Governor

A new California bill would protect college savings in its ScholarShare 529 program from creditors.

FULL ARTICLE

SPONSORED WEBINAR

Fixed Income Investing 2020: Making Moves and Moving with Intention

Attend this live webinar on Sept 1 at 4:15pm ET to hear what’s ahead for fixed-income markets and get investment ideas for making portfolios more resilient.

REGISTER NOW

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