WealthManagment.com Daily Memo
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INDUSTRY | | | WealthManagement.com Staff | The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists. FULL ARTICLE |
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WEALTHSTACK ROUNDUP | | Rob Burgess | Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client. FULL ARTICLE |
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WEBINAR | | Sponsored by Nasdaq | Join us on September 20th to uncover risk management strategies that not only shield wealth managers from uncertainty but also unlock hidden opportunities in today's dynamic financial landscape. REGISTER NOW |
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ADJUSTED FOR RISK PODCAST | | Ryan Nauman | Zephyr announces the second quarter 2023 PSN Top Gun award winners. WATCH NOW |
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TECHNOLOGY | | Lulu Yilun Chen | The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals. FULL ARTICLE |
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