WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | Brett Harrison, who currently leads Cetera Advisors, will exit the company after 25 years. FULL ARTICLE |
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| TECHNOLOGY | | | | Diana Britton | | That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Citi Private Bank | | Explore one of the largest and most global family office reports. DOWNLOAD NOW |
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| PHILANTHROPY | | | | Anna Sulkin Stern | | DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture. FULL ARTICLE |
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| INDUSTRY | | | | WealthManagement.com Staff | | The ninth annual "Wealthies" Awards were held on Sept. 7 at the Ziegfeld Theater in New York City. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | This new report provides valuable insights into the tactics and strategies that drive growth by comparing hyper-growth and slow-growth wealth management firms. LEARN MORE |
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| MINDY DIAMOND ON INDEPENDENCE | |
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| Jack Peterson on Summit Trail's Blockbuster Breakaway | |
| Mindy Diamond and Louis Diamond | |
| The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more. LISTEN NOW |
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| WEBINAR | | | | Sponsored by AssetMark | | Unlock the potential of TAMPs with Advisors Talk on September 27, and transform your practice with streamlined processes and modern solutions. REGISTER NOW |
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