WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | Sol Gindi, chief financial officer for Wells Fargo's Wealth & Investment Management segment, will take over for Jim Hays immediately. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | Envestnet announced it acquired Truelytics at its two-day Advisor Summit, as well as a raft of evolutionary developments on the technology front. FULL ARTICLE |
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| THOUGHT LEADERSHIP SPOTLIGHT | | | | Sponsored by Parnassus Investments | | How can investors avoid greenwashing and choose authentic ESG investments? LEARN MORE |
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| HIGH NET WORTH | | | | Matthew Erskine | | CliffsNotes style solutions to some of clients' most taxing problems. FULL ARTICLE |
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| WMTV ON THE ROAD | | | | WealthManagement.com Staff | | Indyfin on the new SEC marketing rule and digital testimonials from clients. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by AdvicePay | | Attend this webinar on Wed. May 18th to learn how financial planners are charging for financial plans, scaling review and oversight of the entire engagement process and financial planning deliverables, and more. REGISTER NOW |
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