Morning Memo
 
Wealth Management Morning Memo

JUNE 28, 2023

TECHNOLOGY

The Dark Side of Financial Technology Tools

Do ‘digital engagement practices’ actually benefit investors?

FULL ARTICLE

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RIA NEWS

Bluespring Details ‘Blueprint for Growth’ Initiative

Bluespring's new program is designed to help partner firms gain more convertible leads while shortening the time between outreach and onboarding.

FULL ARTICLE

RESOURCE CENTER

Genuine Open Architecture

Advisors can now create a scalable, highly profitable and transferable operation with greater freedom that best services the needs of their clients.

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REAL ESTATE

Investors of All Stripes Continue to Bet on Build-to-Rent Projects

With solid property fundamentals and plenty of potential demand, both institutional and high-net-worth investors have been working with firms that specialize in BTRs.

FULL ARTICLE

ETFS

Political Attacks Fail to Hurt ESG as US Funds Dig In Heels

US asset managers are “pushing ahead” with ESG “despite a series of political headwinds,” according to the Index Industry Association.

FULL ARTICLE

SPONSORED WEBINAR

Driving Firm Growth and Success: A 2023 Mid-Year Update

Join this webinar on June 29th, as experts reveal how advisors and their firms are now reaching for growth and success in 2023 and beyond

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