Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 6, 2023

RPA EDGE

Are Auto Features the ‘Ozempic’ of 401(k) Plans?

The downside of auto features for retirement income.

FULL ARTICLE

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RIA NEWS

Atria Completes Acquisition of Kestra’s Grove Point Financial

The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

How To Leverage AI And Process Automation To Drive Growth

Download this white paper and learn how process automation and AI can revolutionize your practice – by driving efficiency, profitability and client satisfaction.

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ETFS

A Look at a New ETF Focused on Real Estate Debt

While most real estate ETFs are structured off equity, the AXS Real Estate Income ETF joins a smaller group of ETFs focused on real estate debt.

FULL ARTICLE

RIA EDGE PODCAST

DFA’s Catherine Williams on 2023 RIA M&A Gamechangers

Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.

Sponsored by Schwab Advisor Services

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