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Wealth Management Daily Memo

APRIL 6, 2018

TECHNOLOGY

UBS Robo Advisor Goes Live

Michael Thrasher

The wealth manager worked with SigFig to develop its new digital platform.

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MUTUAL FUNDS

Thirteen Mutual Fund Firms to Reveal More About Active Funds

Reuters

New York Attorney General Eric Schneiderman said the companies agreed to begin reporting "Active Share," or the percentage of holdings that does not overlap a benchmark index.

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The Truth About Cybersecurity

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What firms can do to reduce the risk of cyber attacks.

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PHILANTHROPY

The Growth of “Side-Car” DAF Accounts

Ken Nopar

Donor-advised funds can complement private foundations.

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