WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 08, 2024

PEOPLE

Cetera CEO Adam Antoniades to Step Down By Year-End

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

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TECHNOLOGY

Axos, Envestnet Clearing Partnership to Support Advanced Managed Account Services

When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors
Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management
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ETFS

Three Asset Managers Partner to Offer Custom ETF Models

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

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PODCAST

The Diamond Podcast for Financial Advisors: eMoney's CEO on How to Elevate the Planning Experience

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

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FASTCHAT VIDEO
Finding the Right Partner for an Evolving Practice
Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth.
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