WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 28, 2021

TECHNOLOGY

Schwab Pilots Direct Indexing And Plans Advisor Launch

Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.

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INDUSTRY

Cresset Merges with Berman Capital Advisors to Create $20B Multi-Family Office

The deal will create a $20 billion multi-family office in 11 markets across the United States

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SPONSORED CONTENT

Custom Passive Portfolios

From tax efficiency to responsible investing, discover how you can make passive investing personal for your clients.

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TECHNOLOGY

Riskalyze Partners With Onramp, Brings Risk Evaluation To Crypto

Crypto is risky, but the integration will unlock greater transparency into its diversification and correlation characteristics, says Riskalyze CEO Aaron Klein.

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RIA EDGE PODCAST

Chequers’ Megan Gorman on How RIAs Can Build a Brand and Voice

Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.

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SPONSORED CONTENT

The Importance of Data in Wealth Management

Learn how Canadian data can help advisors win new business.

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Wealthies Circle Spotlight

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SPONSORED WEBINAR

Uranium: Fueling Decarbonization on a Path to Net-Zero

Join this webinar on Wednesday, Oct. 6th an overview of the opportunity in Uranium and nuclear energy and how nuclear energy will play a vital role in decarbonizing our modern economy.

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