WealthManagment.com Daily Memo
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INDUSTRY | | | Patrick Donachie | The leading RIA’s acquisitions include its first office locations in Wisconsin and Tennessee. Beacon acquired 14 firms in 2021, compared with four deals the previous year. FULL ARTICLE |
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THE HEALTHY ADVISOR PODCAST | | Diana Britton | In 2016, tech entrepreneur Anthony Zhang dove headfirst into a swimming pool, paralyzing him from the neck down. Now, he’s democratizing fine wine investing for advisors and their clients. LISTEN NOW |
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SPONSORED CONTENT | | Sponsored by Parametric | Environmental impact is driving client interest and firm screening for SRIs. DOWNLOAD THE REPORT |
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TECHNOLOGY | | Diana Britton | The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor. FULL ARTICLE |
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PEOPLE | | Katherine Chiglinsky | | Gorman told the bank’s board last year that he planned to stay on for at least three more years. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Goldman Sachs Asset Management | Explore a personalized investment solution for your clients. LEARN MORE |
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