Wealth Management Daily Memo

MAY 17, 2019

TECHNOLOGY

North Capital Builds Free Direct-to-Consumer Financial Planning Platform

Samuel Steinberger

North Capital Inc. decided the financial planning tools available to investors weren't enough, so it built evisor and made it available for free.

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BUSINESS PLANNING

Ask Yourself These 3 Questions When Evaluating Competing Offers to Buy Your Practice

Patrick Farrell

You could go with your gut, but is that the kind of advice you'd give a client facing a major life decision?

SPONSORED CONTENT

Three Steps to Financial Data Security

Sponsored by Advicent

Handling sensitive client information requires data security.

MUTUAL FUNDS

Cyber Exposure for Mutual Funds

Hank Clement

The most important aspect of cyber risk management is the structure of the pre-breach and post-breach services that are provided to help avoid and, if necessary, respond to, a breach.