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Wealth Management Morning Memo

OCTOBER 25, 2021

The Ten States With the Most and Least Retirement Savings

Wealthmanagament.com Staff

Tax burden, cost of living and the general wealth of residents are all key factors.

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Technology

Addepar Acquires Trading And Rebalancing Platform AdvisorPeak

Davis Janowski

The rapidly growing Addepar needed a native rebalancer in its platform, which now has $3 trillion in assets under advisement.

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Industry

Are Model Marketplaces Living Up to Their Promise?

Diana Britton

Model portfolio marketplaces on fintech platforms were hyped as the next wave of innovation for indie advisors. But some asset managers say the money is just not showing up.

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Practice Management

You Get What You Give: Why Advisors Are Losing the Race for Talent

Manish Khatta

As the war for talent rages on across the country, how companies treat their employees will determine the winners.

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