Morning Memo
 
Wealth Management Morning Memo

JUNE 24, 2024

RIA NEWS

$1.5B RIA Fidelis Capital Hires Former TIAA Wealth Planning Head

Douglas Rothermich, who previously built out TIAA’s family office group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.  

FULL ARTICLE

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ETFS

$570B Mutual Fund Manager Moves into ETF Space

Allspring Global Investments plans to start offering actively managed ETFs.

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SPONSORED CONTENT

Finding Value in Sustainable Dividend Payers

How sustainable dividends can identify smart capital allocation.

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ESTATE PLANNING

Wealth.com Launches Family Office Suite

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.  

FULL ARTICLE

THE WEALTHSTACK PODCAST

Bringing the Power of Planning to Philanthropy

PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.

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WHITE PAPER

Address Organic Growth Head On

A new hybrid model and the surprising firms that use it.

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