Wealth Management Morning Memo

MAY 16, 2019

TECHNOLOGY

A Firm Known For Compliance Tech Expands Into Cybersecurity

Samuel Steinberger

RIA in a Box is expanding into cybersecurity but some question whether a tech-centric approach can be a comprehensive solution.

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ESTATE PLANNING

Monet Landscape Breaks Record, Selling for $110.7 Million at Sotheby's Auction

WealthManagement.com Staff

Painted in 1890, “Les Meules,” from the artist’s series featuring haystacks, shattered the previous highest sum ever paid for a work by Monet.

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TECHNOLOGY

Riskalyze Fintech Report Card: April 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

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The Daily Brief

COLLEGE PLANNING

Americans Aren't Using 529 Plans To Save For College

Dan Whateley

Most Americans don't use 529 plans, and many don't even know what they are.

PEOPLE

PE Advisor Victor Vescovo Dives Deeper Than James Cameron

Davis Janowski

Setting a record in his $30 million submersible, Vescovo descended nearly 7 miles to the Challenger Deep in Mariana Trench.

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