Wealth Management Morning Memo

JULY 15, 2019

PEOPLE

The Changing Face of Edward Jones

Michael Thrasher

Penny Pennington has ambitious growth plans for the nearly 100-year-old brokerage.

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INSURANCE

The Insurance Dedicated Fund Marketplace Explained

Jonas Katz and Cameron Vail

Simplifying the education process for those entering or exploring this market.

SPONSORED CONTENT

Getting to know Regulation Best Interest

Sponsored by Advicent

Here are the need-to-know highlights on the SEC Reg BI rule.

TECHNOLOGY

Five Robo Advisor Myths Debunked

Sean R. Walters

The demise of the human advisor has been greatly exaggerated.

SPONSORED CONTENT

Generating Alpha in International Investments

Sponsored by Harbor Funds

What is Harbor’s investment approach?

The Daily Brief

TECHNOLOGY

Schwab Intelligent Portfolios Premium Attracts $1B In New Assets

Samuel Steinberger

The rebranding and change of fee structure have given Schwab Intelligent Portfolios Premium a boost.

TECHNOLOGY

HiddenLevers Expands Into Banks' Wealth Management

Samuel Steinberger

In integrating with First Rate, HiddenLevers will provide bank-based wealth management professionals with expanded capabilities.

SPONSORED WEBINAR

Thrive in—Don't Just Survive—the Next Market Downturn

Sponsored by Facet Wealth

Though we can’t know when the next economic recession will occur, you can & should prepare for it. Our speakers will delve into how to invest in your business during a recession, turning the uncertainty of the market into an opportunity for growth.

July 25 at 4:15 pm ET

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