WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 02, 2024

PEOPLE

LPL Fires CEO Dan Arnold for Violating Code of Conduct

Rich Steinmeier, managing director and chief growth officer, will serve as interim CEO, effective immediately.  

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PEOPLE
Aquilance Hires Chief Revenue Officer From Morningstar
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.
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SPONSORED CONTENT
Do You Have a Mentor?

Sponsored by Athene

Find out why you may want to consider it.
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ALTERNATIVE INVESTMENTS

Apollo Aims to Grow Global Wealth Assets to $150B by 2029

By 2029, the firm anticipates that the global wealth business could represent 50% of its annual third-party capital-raising volume.

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PODCAST

Adjusted for Risk: Building a Hyper Growth RIA Practice

Auxesys' John Swystun details what advisors can learn from SaaS companies.

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WEBINAR
Survey Findings: How Independent Advisors Are Weathering Industry Shifts

Sponsored by Betterment

Join this webinar on October 8th to learn more about industry insights, current trends, and tips for growing your practice
Register Now >
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