WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 4, 2021

TECHNOLOGY

Betterment Buys Wealthsimple's US Business

The sale of assets marks the end of the Canadian robo's direct-to-consumer foray into the U.S. market.

FULL ARTICLE

ESTATE PLANNING

Aretha Franklin’s Estate Reaches Deal Over IRS Tax Bill

Heirs will finally begin to see some of their inheritance.

FULL ARTICLE

SPONSORED CONTENT

Own Your Value

5 Strategies to Showcase Why Your Financial Guidance Matters

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INDUSTRY

Inside ETFs, WealthStack to Hold Joint Conference

Inside ETFs and Inside WealthStack will take place together from Sept. 27 to 29 in Hollywood, Fla.  

FULL ARTICLE

EQUITIES

What Is Fat-Tail Risk and What Does It Mean to Investors?

In an era in which “black swan” events seem to be happening more frequently, investors and portfolio managers cannot ignore the fat tail of the market.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

Technological and Investment Solutions with Vestmark

Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.

LISTEN

MICHAEL KITCES' #FASUCCESS PODCAST

Jason Zweig on the "Art" of Giving Financial Advice

Financial journalist Jason Zweig shares his perspective on the financial services industry based on his nearly 25 years of covering it.

LISTEN

ETFS

David Booth’s DFA Starts Clock on Landmark $26 Billion ETF Shift

DFA will turn four equity funds into ETFs “on or about” June 11.

FULL ARTICLE

SPONSORED WEBINAR

Strengthen Client Loyalty in Times of Change

In this webinar on Mar. 23rd you'll learn the key trends & insights in the wealth management industry, how technology needs and expectations are changing how you can take advantage of this, key considerations to be aware of, and much more.

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