WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 8, 2023

INDUSTRY

WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists.

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WEALTHSTACK ROUNDUP

FP Alpha Releases P&C Snapshot, Which Summarizes Client Insurance Coverage

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

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WEBINAR

Mastering Risk and Uncovering Opportunities in an Ever-Changing Landscape

Join us on September 20th to uncover risk management strategies that not only shield wealth managers from uncertainty but also unlock hidden opportunities in today's dynamic financial landscape.

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ADJUSTED FOR RISK PODCAST

Q2 2023 PSN Top Gun Award Winners

Zephyr announces the second quarter 2023 PSN Top Gun award winners.

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TECHNOLOGY

Ant Unveils AI Language Model for Wealth Management, Insurance

The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.

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