WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 7, 2022

INDUSTRY

CI Financial to Take U.S. Wealth Unit Public

The Canadian aggregator of U.S. wealth management firms will use the proceeds of the IPO to pay down debt.

FULL ARTICLE

Advertisement

TECHNOLOGY

Fixed Income Startup YieldX Integrates With Schwab

Schwab Advisor Center added a new third-party integration with the addition of fixed income startup YieldX.

FULL ARTICLE

SPONSORED CONTENT

Six Reasons To Consider Sage Intacct Over QuickBooks

The only way to future-proof your business is to operationalize it. Now your finance team can enjoy a scalable, best-in-class accounting platform that empowers them to work smarter, not harder.

DOWNLOAD NOW

Advertisement

ETFS

Reviewing the ETFs that Launched in March

A total of 23 new ETFs came to the market last month. Here's a look at the new funds.

FULL ARTICLE

TECHNOLOGY

Time for the ‘Most-In-One’ Tech Solution to Rule the Back Office

Using an experienced provider who has the majority of what is needed to run an efficient back-office, and knows where to get the rest, can be a game-changer.

FULL ARTICLE

SPONSORED CONTENT

Evolution of Retirement

The shift to financial independence.

LEARN MORE

Podcasts

RIA EDGE PODCAST

Pathstone’s Matthew Fleissig on the Journey to $35B

Pathstone President Matthew Fleissig discusses what it took to build the RIA into one of the largest in the business, and its plans for the future.

Sponsored by Schwab Advisor Services

LISTEN NOW

INSIDE ETFS PODCAST

Dimensional’s Lisa Dallmer

Dimensional Fund Advisors COO Lisa Dallmer discusses culture, volatility and portfolio allocation in today’s capital markets.

Sponsored by Schwab Asset Management

LISTEN NOW

SPONSORED WEBINAR

The ESG Effect and Investment Performance

In this webinar on Thurs. April 14th, attendees will learn how ESG impacts portfolio performance, they key factors used to identify quality companies, how to measure the true cost of alpha, and more.

REGISTER NOW