WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Diana Britton | | As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Rendezvous streamlines proposal generation and model assignments so you can focus on your client relationships. LEARN MORE |
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| HIGH NET WORTH | | | | Joan K. Crain | | Identifying and locating marital assets is one of the biggest challenges practitioners will face. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Matthew F. Erskine | | Take off your financial advisor cap and put on your unlicensed therapist tweed. FULL ARTICLE |
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| TECHNOLOGY | | | | | | Davis Janowski | | Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks. FULL ARTICLE |
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