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WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 13, 2024

RIA NEWS

$47B RIA Clearstead Names New President and CEO

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

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PEOPLE

Ellevest Will Be Run By Co-CEOs As Krawcheck Steps Down

Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of Ellevest for health reasons.

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SPONSORED VIDEO
Apex Astra, the Next-Gen Advisory UI

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REGULATION & COMPLIANCE

SEC Charges Former Advisor with Cherry-Picking

The commission charged South Carolina-based former rep Eric Cobb with defrauding clients while working for SeaCrest Wealth Management. The firm paid $375,000 to settle the charges.

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Ten to Watch
CELEBRITY ESTATES PODCAST

Ten to Watch in 2025: Vanessa Martinez

Vanessa Martinez is CEO and managing partner at Expressive Wealth.

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THE WEALTHSTACK PODCAST

Ten to Watch in 2025: Eden Ovadia

Eden Ovadia is co-founder and CEO of FINNY AI.

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WEBINAR
Elevating HNW Client Service: Strategies for Success in Wealth Management

Sponsored by BNY Pershing

Join our webinar on December 18th to discover how to optimize your practice for the unique needs of HNW clients and stay ahead in a competitive market
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