Morning Memo
 
Wealth Management Morning Memo

MARCH 1, 2023

TECHNOLOGY

BlackRock Sells FutureAdvisor's Direct-to-Consumer Business to Ritholtz

New York-based Ritholtz Wealth Management will take over the direct-to-consumer robo business from FutureAdvisor.

FULL ARTICLE

Advertisement

PEOPLE

Advisor Charged With Murder in Colombia Faces Fallout

Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Colombia. He was caught in Panama on his way to Turkey, according to reports.

FULL ARTICLE

SPONSORED WEBINAR

Transitioning Your Broker Dealer is Easier Than You Think

Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow.

REGISTER NOW

EQUITIES

ESG Investing: Don’t Forget Factor Exposures

Any benefit from incorporating ESG credentials into a portfolio is already captured by other well-defined equity factors.

FULL ARTICLE

EDITOR'S LETTER

The Wider World of Wealth Management

Wealth management is a wide tent.

FULL ARTICLE