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WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 05, 2024

RIA NEWS

Concurrent Snags Eight New Advisors, $885M in AUM

The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.

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TECHNOLOGY

Voya Partners with Orion on New Tech Platform

The system will support Voya Financial Advisors with account opening, financial planning and collaboration features.

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SPONSORED CONTENT
Powerful Giving

Sponsored by Silicon Valley Community Foundation

Community foundations are an excellent resource for estate attorneys seeking to develop customized charitable giving strategies for their clients.
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RIA NEWS

Recently Launched RIA Opens New York Office

Serenus Wealth Advisors, a $1.2 billion RIA launched in July by former Certuity advisors, has gone back to that firm to recruit Graham K. Mandl.

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ETFS

Mutual Fund Stalwart MFS Takes First Active ETFs Live

The asset manager credited with launching the first mutual fund a century ago has remained a holdout in the ETF space until now.

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WMTV ON LOCATION
Five Keys to Winning Wealth

Sponsored by Nitrogen

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.
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PEOPLE

Former Envestnet Executive Joins Orion To Lead Strategy

Longtime industry analyst Chris Shutler joins Orion after a stint at Envestnet in a similar role.

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