Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 20, 2024

TECHNOLOGY

AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

Account migrations will occur over six months after the deal is finalized.

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RIA NEWS

RIA Industry Hits Record Highs of Firms, Clients, IAA Survey Finds

The number of registered firms hit an all-time high of 15,396, according to an annual snapshot co-created by the Investment Adviser Association and COMPLY.

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SPONSORED CONTENT
AI vs. the Economy – A Tale of Two Outlooks
Why Silicon Valley is confident, amid slowing economic growth.
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401K TV

401(k) Real Talk Episode 110: June 20, 2024

Open, honest and candid discussion about forfeiture lawsuits, hybrid TDFs with annuities, new hires at Cetera and Allianz Life and more.

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ETFS

Schwab’s Aguilar Eyes 20% Growth After $1.2T Milestone

Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.

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