WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Patrick Donachie | | Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards. FULL ARTICLE |
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| INDUSTRY | | | | Ali Hibbs | | Stich, the former chief operating officer of NaviPlan, will join as Chief Revenue Officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Nasdaq | | Investors have a new way to gain cost-effective exposure to some of the most well-known, top-performing companies. Interested in learning how? WATCH NOW |
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| REAL ESTATE | | | | David Bodamer | | Publicly-traded REIT funds from operations hit a new record at $19.6 billion in the second quarter and are now 22 percent higher than pre-COVID levels. FULL ARTICLE |
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| INDUSTRY | | | | Sridhar Natarajan | | The reductions are a resumption of Goldman’s annual culling cycle that it had largely paused during the pandemic. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Explore issues your clients face as they make critical wealth decisions. DOWNLOAD WHITE PAPER |
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