WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by United Planners Financial Services | | Aaron Spradlin, chief information officer at United Planners, shares the company's technology philosophy, emphasizing advisor independence and exceptional customer service. WATCH NOW |
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| RIA NEWS | | | | Ali Hibbs | | Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence. WATCH NOW |
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