WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Ali Hibbs | | Wintrust will move two businesses and 85 advisors to the LPL Institution Services platform from Wells Fargo. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | The bank is seeking a temporary restraining order against Matthew D. Sitarski, alleging he accessed client information, violated contractual agreements and lured away clients with nearly $4 million in assets. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | In a newly created position, Erik Karanik will oversee growth across Wells Fargo Advisors Financial Network and First Clearing. FULL ARTICLE |
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| WEALTHSTACK ROUNDUP | | | | Davis Janowski | | Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million. FULL ARTICLE |
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