Morning Memo
Wealth Management Morning Memo

JULY 23, 2020

TRANSPARENCY WITH DIANA B.

The Gifts and Trials That Come With Dyslexia

Advisor Daren Blonski always had to work harder than others to succeed in school and in life. In this episode, he recounts his experiences with dyslexia and how the challenges shaped him as a person.

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ALMOST SOLD OUT - OVER $20 MILLION RAISED

The recapitalization of our flagship trophy office building, First Central Tower, has raised over $20 million since it went live just a few days ago.

We expect to close this offering out very soon so please click here to learn more before it’s too late.

PEOPLE

Dani Fava Leaves TDAI For Envestnet

The wealthtech veteran has more than 15 years of wealth management and fintech experience.  

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SPONSORED CONTENT

Podcast: Be Ready to Be Ready

Are you interested in buying or selling an established advisory practice?

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ETFS

Concentration Risk Reaching Historic Levels

What’s YOUR exposure?

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INSURANCE

Woes of a Fee-Based Life Insurance Consultant

Why are policy owners so reluctant to pay for these services?

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The Daily Brief

MARKETING

UBS Secures Naming Rights to New York Islanders' New Arena

UBS has negotiated a 20-year deal for naming rights to the New York Islanders' new hockey arena, which will open on Long Island for the 2021 season.
 

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TECHNOLOGY

Smarsh Announces Zoom Support

Smarsh announced comprehensive capture and archive support for Zoom chat, voice and video recordings.

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SPONSORED WEBINAR

How to Get Started with ESG Fixed Income

Join us for this exclusive webcast on July 30 to learn how to evaluate and incorporate ESG investments into fixed income strategies. Doing this can help you position client portfolios for better performance and risk mitigation.

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PEOPLE

Pershing Loses 30-Year Vet to Consulting Group

Jim Roth, a former managing director at BNY Mellon Pershing, is the latest industry vet to join Oyster Consulting as it builds out a wealth management business.

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READ MORE OF THE DAILY BRIEF