Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 13, 2024

TECHNOLOGY

Four Focus Partner Firms Withdraw from Broker Protocol  

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.

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TECHNOLOGY

Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.

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SPONSORED CONTENT
Investing in Climate Change

Sponsored by Parnassus Investments

Parnassus supports companies involved in addressing climate risks.
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PODCAST

The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder

Adventure racing has tested Opto CEO Ryan VanGorder’s physical and mental limits and fueled his life and approach to business.

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401K TV

401(k) Real Talk Episode 129: November 13, 2024

Open, honest and candid discussion about the job market, the IRA rollover process, Empower's results, Hightower's NEPC deal and more.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors

Sponsored by The American College of Financial Services

Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management
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ETFS

Buffett’s Berkshire Is Being Packaged Into a Leveraged ETF

Kiwoom Securities Co. has teamed up with Tidal Investments to form an ETF designed to provide 200% the daily performance of Berkshire Hathaway.

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