WealthManagment.com Daily Memo
 
Wealth Management Morning Memo

SEPTEMBER 27, 2023

HIGH NET WORTH

As Family Offices Become More Sophisticated, So Do Their Compensation Plans

Family offices are relying more on salary increases and incentive compensation to compete for talent, according to a new survey by Morgan Stanley’s Single Family Office Advisory group.

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RIA NEWS

Wealthspire to Make Largest Acquisition in Firm History

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

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WMIQ EXCLUSIVE RESEARCH

How Leading Advisors Are Using AI To Revolutionize Their Practice

Download this white paper to gain insights into harnessing integrated technology solutions that streamline back-office operations, deliver personalize insights and attract and retain clients.

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INDUSTRY

FPA Names Wealth Enhancement Group Exec as 2024 President-Elect

Paul Brahim will take over as president-elect from Claudia Cypher Kane, who is succeeding current President James Lee on Jan. 1.

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401KTV

401(k) Real Talk Episode 78: September 27, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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RESOURCE CENTER

The RIA Edge 100: Growing Above and Beyond

The RIA Edge 100 looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.

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