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Finology Software, Helping Advisors Engage With and Plan for HENRYs

Morning Memo
 
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Wealth Management Morning Memo

JULY 5, 2024

COLUMN

Finology Software, Helping Advisors Engage With and Plan for HENRYs

Davis Janowski

Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.  

FULL ARTICLE

HIGH NET WORTH

Four Ways to Add Strategic Value for Young HNW Entrepreneurs

Paulina Mejia and Michael S. Arlein

Without proper guidance, this client group can miss opportunities.

FULL ARTICLE

WHITE PAPER

The Pros of Bonds in High Interest Rates

Sponsored by Thrivent

Bonds may help investors reduce their tax burden.

LEARN MORE

HIGH NET WORTH

A Closer Look at AI in Family Offices

Hanna R. Dameron, Tracy L. McLaughlin and Kevin Matz

Understand the risks to privacy, confidentiality and fiduciary responsibility and do your best to mitigate them.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

BlackRock Aims to ‘Index the Private Markets’ After Preqin Deal

Silla Brush

The deal to acquire the London-based Preqin accelerates BlackRock’s push to become a major player in alternative assets

FULL ARTICLE

WHITE PAPER

Generative AI's Role in Advisor Business Growth

Sponsored by FactSet

How AI revolutionizes wealth management with personalized, efficient solutions.

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