WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 13, 2024

PEOPLE

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

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INDUSTRY

Commonwealth Adds $550M Syracuse Firm

Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

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Modera Hires Ex-Hightower Executive as Director of Marketing

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

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PODCAST

Adjusted for Risk: Impact of the Election Results on Emerging Market Debt

Stone Harbor Investment Partners' Stuart Sclater-Booth explains what a second Trump administration means for emerging market debt.

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WEBINAR
Building a Future-Proof Wealth Management Firm | Elevating Your Firm’s Services with Alternatives

Sponsored by SS&C Black Diamond Wealth Platform

Don’t miss this chance to discover how integrated technology can help you build a more scalable, efficient, and profitable advisory practice while meeting the growing demand for alternative investments.
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HIGH NET WORTH

IRS Urges Taxpayers to Take Extra Step to Safeguard Their Identity

The agency is promoting its security PIN tool ahead of tax season.

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