WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | A Morningstar analyst said it would be difficult to have a “run on the bank” for wealth management firms and does not expect to change his outlook for these companies. FULL ARTICLE |
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| TECHNOLOGY | | | | Diana Britton | | Fresh off becoming a full custodian, Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization and a relationship with Pershing. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Gary Zimmerman | | Don’t squander the chance to reassure clients they are protected while also setting them up for even greater long-term success. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. FULL ARTICLE |
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