Morning Memo
Wealth Management Morning Memo

FEBRUARY 5, 2020

INDUSTRY

Waddell & Reed Losing Advisors, Gaining Advisory Assets

The growth of advisory assets is among the few bright spots in Waddell & Reed's recent earnings call, as division president Shawn Mihal continues to reinvent the legacy mutual fund firm's wealth management business.

FULL ARTICLE

Advertisement

CLIENT RELATIONS

Young Clients Grieve Too

Grief can be triggered by any kind of break in an attachment, at every age and stage of life, whether positive or negative.

FULL ARTICLE

SPONSORED WEBINAR

[Approved for 1 CE Credit] Optimizing the Client Journey: A New Approach to Technology Strategy

Hear from two industry veterans discussing the client journey as a framework for developing a technology blueprint for enhancing service delivery, driving client satisfaction, which results in more referrals.

2/27/20 | 2:00 pm ET

REGISTER NOW

Advertisement

HIGH NET WORTH

Expatriation: A Financial Back Up Plan

When viewed from 30,000 feet, the need for a parachute and a safe landing spot becomes obvious.

FULL ARTICLE

The Daily Brief

INDUSTRY

Riskalyze Capitalizes on Reg BI

Riskalyze is rolling out its risk metrics to a "range" of professionals at Farm Bureau Financial Services.

FULL ARTICLE

PEOPLE

Ameriprise Grabs Florida Father/Son Advisor Team

Norman and Michael Robbins are based in Boca Raton and have $234 million in managed assets.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF