Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 13, 2024

ETFS

Want to Invest Like a Member of Congress? Tuttle to Launch an ETF for That

The Tuttle Capital Congressional Trading ETF will base its holdings on the current investments of members of Congress and their families.

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TECHNOLOGY

Fidelity, Envestnet Increase Collaboration On Managed Accounts

Improvements and integrations to the custodian's FMAX platform and Envestnet's Insurance Exchange are among the updates to rollout.

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SPONSORED VIDEO
Bridging the Estate Planning Gap: Danny Lohrfink, Wealth.com, Discusses How They Empower Financial Advisors
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
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PODCAST

The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management. They’re also mothers, and speak openly about their struggles to find balance, which can be especially hard for women in this industry

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INDUSTRY

Wells Fargo Fires Over a Dozen for ‘Simulation of Keyboard Activity’

The staffers, all in the firm’s wealth- and investment-management unit, were “discharged after review of allegations involving simulation of keyboard activity creating impression of active work.”

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