WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Samuel Steinberger | | Altruisit is lowering minimums for a version of direct indexing it plans to deploy soon. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Chad Keeler and Brock Rouch are partners in the new independent practice Platte River Private Wealth. The duo are also brothers-in-law and manage about $380 million in assets. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Orion Advisor Tech | | Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| HIGH NET WORTH | | | | Dr. Timothy Habbershon and Tobias Donath | | Key conversations for advisors to have with baby boomer business owners and their families. FULL ARTICLE |
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| WMIQ RESEARCH | | | | Strategic Partner Thrivent Advisor Network | | Most RIAs have achieved impressive growth in clients served and assets managed in recent years, but some have grown at much faster rates than others. Why? Discover the main drivers of RIA growth and value in our inaugural RIA Edge Study. FULL REPORT |
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| SPONSORED WEBINAR | | | | Sponsored by Magnifi by TIFIN | | Join this upcoming webinar on Wed. April 27th for a discussion on risk drivers and opportunities in the current market environment, fed policy and the impact on balanced portfolios, and much more. REGISTER NOW |
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