Morning Memo
 
Wealth Management Morning Memo

APRIL 14, 2023

ALTERNATIVE INVESTMENTS

Alts Tech Platform Opto Investments Forms Advisory Council

The private market investment group's advisory council includes well-known figures like Luminary CEO David Barnard, Ritholtz Wealth Management's Michael Batnick and AdvicePeriod CEO Steve Lockshin.

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INDUSTRY

Four More SVB Advisors Join Cynosure Wealth Advisors

The four who registered with Cynosure this week join a growing number of SVB advisors who have departed after the bank’s collapse last month.

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THOUGHT LEADERSHIP SPOTLIGHT

Finding Income and Stability

Innovations in the annuities space give clients the income and flexibility to navigate an uncertain economy.

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INDUSTRY

Morningstar: Quality of Advice Most Common Reason for Firing an Advisor

Investors care more about the quality of the advice and relationship with their advisor than portfolio returns, a recent Morningstar survey found.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

The Banking Crisis and Its Impact on Advisor Movement

Mindy Diamond and Louis Diamond discuss the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.

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FASTCHAT VIDEO

CIT Innovation Throughout the Years

Rob Barnett, Head of Retirement Services at Wilmington Trust discusses the benefits of CITs.

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