WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Patrick Donachie | | Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial. FULL ARTICLE |
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| INSURANCE | | | | Charles L. Ratner | | Those who are product agnostic will prevail in the uncertain times ahead. FULL ARTICLE |
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