WealthManagment.com Daily Memo
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TECHNOLOGY | | | Samuel Steinberger | Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying it's own wealth management-focused crypto platform, BITRIA. FULL ARTICLE |
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INDUSTRY | | Diana Britton | Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations, Inc., a Warren, N.J.-based firm with more than $107 billion in AUA, its third significant deal in that market. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Securian Financial | Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity. WATCH NOW |
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ETFS | | Silla Brush and Alex Wittenberg | Investors poured a net $104 billion into ETFs in the three months ended Dec. 31 -- a record for the company. FULL ARTICLE |
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REAL ESTATE | | Bendix Anderson | Investors are rushing to buy downtown apartment properties in the biggest cities in the U.S. FULL ARTICLE |
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