Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 6, 2024

INDUSTRY

Avantax Sues Mariner Wealth, Advisor For Stealing Its CPA Secrets

The complaint follows a suit filed by former employee, Molly Nelson, who claimed Avantax’s restrictive covenants were “unenforceable.”  

FULL ARTICLE

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INDUSTRY

Kitces Podcast Sparks Debate on Google Reviews

Some compliance experts took issue with a recent Michael Kitces podcast that appeared to endorse a marketing strategy that includes soliciting and reposting clients’ Google reviews.

FULL ARTICLE

RIA NEWS

Nepsis Nabs Choreo Director

Ed Stober will work to develop relationships within the nascent family office/CPA structure.  

FULL ARTICLE

RPA

Are Fintech Record Keepers Viable?

Some are, and some may not be.

FULL ARTICLE

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