WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | CEO Aaron Klein reiterated that it would not move toward asset management, but would orient the firm, and its identity, "to seize the growth space.” FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Cresset has combined with TRUE Capital Management, a San Francisco-based RIA managing $1.7 billion on behalf of high-profile clients in the sports and entertainment industries. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion | | Help clients reduce the impact of taxes. LEARN MORE |
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| PEOPLE | | | | Patrick Donachie | | Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens. FULL ARTICLE |
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| EQUITIES | | | | Monali Vora | | Direct investing through SMAs truly customizes portfolios and manages risk to investors’ specific situations. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BNY Mellon | Pershing | | The latest Wealth Management IQ research reveals how advisory firms are staffing up, what they’re doing to increase retention, and how they’re creating successful compensation plans. VIEW THE INSIGHTS |
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