Morning Memo
Wealth Management Morning Memo

SEPTEMBER 13, 2019

CAREERS

The Perfect Deal Doesn’t Exist

While there’s nothing wrong with wanting it all, this can trap advisors in inertia, waiting for a scenario that may never exist.

FULL ARTICLE

INDUSTRY

WealthManagement.com Honors Top Companies at Fifth Annual Industry Awards

The gala, held at the Ziegfeld Ballroom in Manhattan, included new categories honoring CMOs at asset managers and broker/dealers, as well as more awards focused on fintech.  

FULL ARTICLE

SPONSORED CONTENT

Do CDs = Safety?

When it comes to CDs, assuming safety is a risky proposition.

LEARN MORE

TECHNOLOGY

Riskalyze Fintech Report Card: August 2019

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

FULL ARTICLE

BEST OF THE BEST 2019

The Judging Is Over. Here Are the Best Initiatives for 2019

Firms that take part in the Wealth Management Industry Awards submit their most recent initiatives for review. All the finalists submissions are included in the The Best of the Best for 2019, a special edition of Wealth Management magazine.

READ NOW

The Daily Brief

INDUSTRY

New Jersey Advisor Managing $150 Million in Assets Joins LPL

Robert Paolini of Paolini Advisors will align with Independent Advisor Alliance, and joins LPL Financial from FSC Securities.

FULL ARTICLE

ETFS

American Century to Offer Semi-Transparent ETFs on NYSE

The move brings the company one step closer to introducing semi-transparent active ETFs, known as the Precidian ActiveShares Model.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF
<