WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by Fidelity Investments | | Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund. WATCH NOW |
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| WHAT'S IN MY WEALTHSTACK | | | | Rob Burgess | | Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Alex Yin | | Payment for order flow allows brokerages and big traders to team up against the little guy. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Harness “digital” to improve the 6-steps of the client. DOWNLOAD NOW |
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