WealthManagement.com Daily Memo
|
|
| TECHNOLOGY | | | | | | Diana Britton | | Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering. FULL ARTICLE |
| |
| |
|
|
| RIA NEWS | | | | Diana Britton | | This marks Focus’s second intra-partnership merger as part of its new 'hub' strategy, and it will create a $31.5 billion RIA. FULL ARTICLE |
| |
| |
|
| SPONSORED CONTENT | | | | Sponsored by TradePMR | | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
| |
| |
|
| PEOPLE | | | | Diana Britton | | A public filing cited an “organizational realignment of certain business functions” as the reason for the departure. FULL ARTICLE |
| |
| |
|
| HIGH NET WORTH | | | | Salvador C. Orofino and Lily Phou | | Fiduciaries should expect questions about CBDCs. FULL ARTICLE |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|
