JUNE 10, 2024

TECHNOLOGY

AI Startup for Advisors Jump Announces $4.6M in Funding

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

RIA NEWS

Merchant Looks to Double Its Balance Sheet as It Nears First Canadian Deal

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

THOUGHT LEADERSHIP SPOTLIGHT

Helping Your Business-Owner Clients Prosper

Sponsored by interVal

If owners of small and medium-sized businesses are among your best clients, here’s a way to help them increase their wealth.

Learn More >

RIA NEWS

Focus Financial Partners Appoints New Execs, Including Several from Connectus

Apollo Global’s David Lang will join as Focus’ chief operating officer, while Connectus Wealth Advisers CEO Molly Bennard will direct the firm's international growth strategy.

INDUSTRY

Cetera Hires Fidelity Exec as Head of Advanced Wealth

Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.

WEBINAR

Don’t Retire From Equity Markets: An Equity Strategy That Aims for 100% Downside Protection

Sponsored by Calamos Investments

Join us on Monday, July 1, 2024, to discover how Structured Protection ETFs offer growth potential and 100% downside protection for your retirement funds.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

Advertisement