Wealth Management Daily Memo

AUGUST 28, 2018

Technology

Vanguard Personal Advisor Services Ranked 'Best Overall'

Samuel Steinberger

Lack of access to live advisors counted against some prominent robos in Backend Benchmarking's first approach to ranking the services.

Podcast

Micael Kitces' #FASuccess Podcast: Going Independent with René Nourse

The Urban Wealth Management founder talks about running your advisory firm with the systems and clients you want.

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Industry

Promised 8% ROI, Investors Now Offered 16% Loan to Recoup Money

Bloomberg

Guaranteed annual returns of 8 percent, the offer seemed too good to be true.

WealthManagement 2018 Midyear Outlook

In our annual 2018 Midyear Outlook Special Edition, you’ll find lots of current market views contributed by asset managers, as well as articles on technology for your firm and best business practices.