WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Diana Britton | | Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Allianz Life Insurance Company of North America | | The latest WealthManagement IQ research reveals ways in which advisors can address the retirement income and planning needs of clients as another unsettled year unfolds. Allianz Life Insurance Company of North America is not affiliated with Wealth Management IQ or WealthManagement.com. DOWNLOAD THE REPORT |
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| TECHNOLOGY | | | | Rob Burgess | | The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif. FULL ARTICLE |
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| FIXED INCOME | | | | Amanda Albright | | Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | Learn more ways to run your business independently. LEARN MORE |
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