WealthManagement.com Daily Memo
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TECHNOLOGY | | | Davis Janowski | Morningstar has launched the Annuity Intelligence Center, Michael Roth to oversee InvesCloud's NaviPlan, Docupace unveils its Productivity Suite for RIAs and more. FULL ARTICLE |
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TECHNOLOGY | | Whit Lanier | Financial advisors can learn a lot from the lessons and evolution that has transformed online reviews and ratings for physicians. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Nasdaq | A step-by-step guide to understanding and trading index options. LEARN MORE |
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NEXT PODCAST | | Mark Bruno | The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients. Sponsored by BNY Mellon | Pershing LISTEN NOW |
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HIGH NET WORTH | | Dawn Lim and John Gittelsohn | Investors and the SEC are taking a closer look at the private equity’s flagship real estate trust and a rival’s fund too. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by FNZ | Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution. WATCH NOW |
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