WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 8, 2024

TECHNOLOGY

Bill Crager to Step Down as Envestnet CEO

Board chairman James Fox will serve as interim CEO until a successor is found.

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RIA NEWS

Crestwood Advisors Names First President

Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.

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WMIQ EXCLUSIVE RESEARCH

The New World of RIA Firm M&A: A 2023 RIA Edge Study

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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RIA NEWS

Retirement Visions Joins Redhawk Wealth Advisors

A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform.  

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Live From Heckerling 2024

ESG Investing for Trustees

Is it sustainable?

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