Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 08, 2025

INDUSTRY NEWS

Advisors Ask Court to Pause LPL-Ameriprise Suit

In a motion filed this week, unnamed advisors who left Ameriprise for LPL claimed they did not agree to a court order that their personal devices could be examined, stating it risked “invasion of their privacy and the trampling of their rights.”

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CAREER MOVES

Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

After thinking through what was best for MarketCounsel’s business and his family, Stich has taken the CMO role at Moran, with plans to relocate to Naples, Fla.

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WEBINAR
Data Modernization Benchmarking Survey
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ALTERNATIVE INVESTMENTS

iCapital Teams with Bitwise to Bring Crypto to its Marketplace

Bitwise is the first crypto asset manager to join forces with iCapital.

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IBD NEWS

Private Advisor Group Gains Advisor Who Managed $4B with Neuberger

Adon Vanwoerden has launched his New York-based Macro Edge Advisory Group with LPL-affiliated Private Advisor Group.

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FASTCHAT VIDEO
Where Culture Drives Advisor Success
Sheila Cuffari-Agasi shares how United Planners' unique culture fuels advisor achievement.
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