WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 23, 2020

TECHNOLOGY

eMoney's Long March To An API-Based Future

eMoney continues to make progress with its API-based account aggregation, as it works to bring its new app and existing planning software closer together.

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PEOPLE

Allworth's Hanson: Going National with Lightyear and Lessons from COVID-19

Allworth Financial co-CEO Scott Hanson on how the Lightyear Capital investment will help fuel a monthly buying binge of $100M to $500M AUM RIAs all willing to "sing from the same song sheet" as part of a nationally recognized advisory firm.  

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SPONSORED CONTENT

Gold Mid-Year Outlook 2020

Explore the trends and risks that could impact gold in the months ahead.

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ALTERNATIVE INVESTMENTS

Mediocre SPAC Returns Shouldn't Be a Surprise

The latest Wall Street craze puts Sturgeon's Law to the test.

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SPONSORED CONTENT

Fundamentals of Behavioral Finance: Home Bias

It’s easy to stick with what’s familiar—but doing so can harm client portfolios.

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Wealthies Circle Spotlight

Our CEO/CIO Identifies the “Next FAANGs” on CNBC

Disruptive Innovation Thematics constitute a building block of our Risk Hedged Equity Growth Strategies.

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