Wealth Management Daily Memo

NOVEMBER 4, 2021

INDUSTRY

Focus Financial Continues to Grow As It Debuts Trust Services

Diana Britton

As the firm's strong pace of M&A activity continues, Focus Financial Partners rolls out trust services to its partner firms, which "will create a significant opportunity for our partners, advisors, to expand and retain multi-generational client assets,” CEO Rudy Adolf said.

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TECHNOLOGY

Modern TAMP GeoWealth Lands $19 Million Series B

Davis Janowski

The "technology firm in the shape of a TAMP" intends to use the capital to expand its engineering and distribution capabilities.

SPONSORED CONTENT

The Power of Outsourcing Investment Management

Sponsored by AssetMark

We surveyed over 700 advisors and look at outsourcing by the numbers.

PEOPLE

Alts Platform CAIS Taps Marketing Exec Abby Salameh as CMO

Diana Britton

Salameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.

CAREERS

Five Reasons Why You Should Mess with Success

Jason Diamond

Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.

FASTCHAT VIDEO

TMX Datalinx HIstory of Innovation Provides Investors with More Choices

Sponsored by TMX

Discover the broad range of real-time, historical, and other data products offered by TMX Datalinx.

Ten to Watch

PEOPLE

Ten to Watch in 2022: Caitlin Cook

Samuel Steinberger

Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast

PEOPLE

Ten to Watch in 2022: Ben Cruikshank

Samuel Steinberger

Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual