Morning Memo
Wealth Management Morning Memo

NOVEMBER 19, 2020

TECHNOLOGY

Wealthfront Co-Founder Dismisses Digital-Plus-Human Advice

Even as its competitors have become "bionic," offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.

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TRANSPARENCY WITH DIANA B.

How a Life-Threatening Discovery Can Change Your Practice

Guest host David Lenok talks with Craig Hersch about how his brush with death turned around his outlook on life and his practice.

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SPONSORED CONTENT

Fundamentals of Behavioral Finance: Recency Bias

Why clients put too much emphasis on recent events, and what you can do to help them shift their perspectives.

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HIGH NET WORTH

Joe Biden Has a Hard Road Ahead

Remember early this year when we all thought President Trump’s impeachment was going to be the driving issue of the campaign season?

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SPONSORED CONTENT

Video Interview: New Views of the RIA Model

Discover the benefits of the RIA model in this interview with top industry recruiter Mindy Diamond.

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Wealthies Circle Spotlight

Le Tour de Panoramix

Join us as we mirror the 21 stages of the Tour de France in a fun way to learn about Panoramix.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

TECHNOLOGY

Addepar Closes $117 Million Series E Round

This brings the company to $325 million in total funding since its founding in 2009.  

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TECHNOLOGY

Cambridge Investment Group Partners with AdvicePay

Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.

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READ MORE OF THE DAILY BRIEF