Morning Memo
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Wealth Management Morning Memo

JULY 19, 2019

RETIREMENT PLANNING

How Advisors Can Benefit from State Auto-IRA Plans

Samuel Steinberger

California's state-mandated auto-IRA program charges participants almost 1% in fees, opening up an opportunity for tech-enabled advisors.  

FULL ARTICLE

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ETFS

Attractive Dividend-Yielding Securities

Todd Rosenbluth

If market volatility picks up, these ETFs may provide some downside support thanks to stocks with good potential for total returns.

FULL ARTICLE

SPONSORED CONTENT

Getting to Know Regulation Best Interest

Sponsored by Advicent

Here are the need-to-know highlights on the SEC Reg BI rule.

FULL ARTICLE

PROSPECTING

The Evolution of Prospecting

Christopher P. Wendt

The industry “best practices” of today could be woefully inadequate tomorrow.

FULL ARTICLE

SPONSORED CONTENT

The FinTech Advantage Is Real—Are you Ready?

Sponsored by Fiserv

Here are five ways to build a better tech strategy.

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The Daily Brief

TECHNOLOGY

ESG-Focused Ethic Secures $13M In Funding

Samuel Steinberger

Bridging technology and investing trends, Ethic aims to facilitate individualized portfolios weighing ESG factors.

FULL ARTICLE

TECHNOLOGY

Student Loans Get The Plaid Treatment

Samuel Steinberger

Data aggregator Plaid's newest feature is providing standardized student loan information.

FULL ARTICLE

WealthManagement Digital Edition

Goldman Buys United Capital for $750 Million in Cash. What Does It Want?

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