Wealth Management Daily Memo

JUNE 23, 2020

TECHNOLOGY

What Mastercard's $1B Data Aggregator Finicity Deal Means For Advisors

Samuel Steinberger

Backed by Mastercard, advisors using Finicity could enjoy faster money movement across the data aggregator's North American footprint.

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ETFS

Two Metals and an Interest Rate

Brad Zigler

Taken together, they can map the economy’s future.

SPONSORED CONTENT

What Culture Would You Create as an Independent Advisor?

Sponsored by Schwab Advisor Services

It's difficult to achieve, but here's how two advisors helped shape their firm's culture.

TECHNOLOGY

Apex Clearing To 'Extend' Business Model

Samuel Steinberger

Features for advisors and to support online marketplaces that let users invest—straight from the marketplace's platform.

SPONSORED CONTENT

Podcast: Planning or Planning to Finish Well

Sponsored By Wells Fargo Advisors Financial Network

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?