WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 13, 2024

CAREERS

Advisor Movement Increased 7.5% in 2023

A total of 9,674 experienced advisors changed jerseys in 2023, according to the most recent Diamond Consultants Advisor Transition Report.

RELATED:  Five Key Advisor Recruiting, Transition Trends

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RIA NEWS

Baird Picks Up $680M UBS Team in Wisconsin

The Palm Financial Group has joined Baird’s Madison West office.

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WEBINAR

Will Your Clients Turn to You or AI and ChatGPT for Help?

Join us tomorrow to learn how advisors can outpace AI with personalized advice and emotional connections that truly matter.

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RIA NEWS

Merit Buys $542M AUM Viren & Associates

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.

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401KTV

401(k) Real Talk Episode 97: March 13, 2024

Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit and more.

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