WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 19, 2018

INDUSTRY

Wells Fargo Is Weighing Changes to Wealth Unit Amid Cost-Cutting

Wells Fargo is looking is looking to slice $4 billion off its bottom line by the end of the year.

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TECHNOLOGY

SigFig Sees $50M More in Funding

SigFig makes a huge splash with its latest funding round. The robo advisor plans to use the funding for tech and personalization investments.

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SPONSORED CONTENT

Reduce the Risk of Cyber-Attacks

When it comes to securing critical data, what advisors don’t know can hurt them.

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WEALTHCASTS

Michael Kitces #FASuccess Podcast: How to Make a Partnership Work with Tanya Rapacz

Partnership Resource co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a "Partnership Constitution" that formally spells out for all partners how decisions will be made collectively.

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