Morning Memo
Wealth Management Morning Memo

JULY 9, 2020

CAREERS

Office Race: Truths About Being a Black Woman in Wealth Management

Through all of this dialogue about injustice, I see my wounds, and those of my community, open up once again. Racial trauma is real.

FULL ARTICLE

TECHNOLOGY

UK FinTech Unicorn Arrives In U.S., Partners With State Street

Originally from New Zealand, wealth management platform provider FNZ is taking a stake in State Street's wealth management business.

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SPONSORED CONTENT

Podcast: How I Became An Independent RIA

Charles Schwab’s new podcast shares real stories from advisors.

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TRANSPARENCY WITH DIANA B.

The Reality of Divorce With a Special Needs Child

Michelle Smith has helped hundreds of women through the financial mess of divorce, but she struggled through it herself—with a child with special needs no less.

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HIGH NET WORTH

Elizabeth Hurley’s Ex’s Suicide Renews Inheritance Speculation

Did Steve Bing leave anything of his fortune to the kids?

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SPONSORED CONTENT

How Age Impacts Financial Advisors’ Considerations for Moving Their Books

The most important aspect with any of move is how they could impact your clients. Download this white paper to find out more.

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The Daily Brief

INDUSTRY

Carson Group Mandates CFPs or Equivalent

Carson Group gives its in-house wealth advisors five years to obtain or maintain a CFP or an equivalent professional credential.

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TECHNOLOGY

Schwab Enables Google Voice Tech For Some Account Inquiries

“Hey Google, check my Charles Schwab portfolio?"

FULL ARTICLE

SPONSORED CONTENT

Finding Your Financial Planning Fit

In this webinar on July 28, we'll offer guidance, best practices, and actionable recommendations for implementing a financial planning service at your firm. Join the discussion for key takeaways such as a step-by-step process for creating a financial plan, including fee structure.

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INDUSTRY

Mercer Strikes Again, Acquiring $910 Million RIA

The acquisition of M.J. Smith and Associates is part of a transition strategy for the RIA’s founder.

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