Wealth Management Daily Memo

JULY 30, 2020

Vanguard: Advisors Need To 'Embrace The Technology'

Samuel Steinberger

The pandemic has forever changed the way advising will be done. Virtual is here to stay.

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Technology

Betterment For Advisors Adds Savings Goals

Samuel Steinberger

Once again, Betterment is looking to cash management as a financial services differentiator.

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Rise in E-Commerce Increases Need to Consider ESG Impacts

Sponsored by Calvert Research and Management

As grocery e-commerce accelerates, watch these 4 ESG factors.

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Industry

Raymond James Wealth Revenues Down 16% Over Last Quarter

Erick Bergquist

The pandemic hit the brokerage’s fiscal third quarter revenues and put a damper on home-office visits by prospective advisors.

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COVID-19: Challenges and Opportunities in Financial Services

Sponsored by NexJ Systems

Will your firm weather the COVID-19 storm?