WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MAY 26, 2023

RIA NEWS

Co-Founder and COO Ed Swenson to Depart Dynasty

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

FULL ARTICLE

RIA ROUNDUP

Concurrent Launches Hybrid Platform with More Than $440M in New Assets

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.  

FULL ARTICLE

FASTCHAT VIDEO

Bringing Greater Financial Equity to the Workplace

Watch as Fred Barstein and Voya Financial's Lori Commerford discuss auto-enrollment, short-term needs like emergency savings and student debt, and savings habits.

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WEALTHSTACK ROUNDUP

Nitrogen Survey Notes Attributes of High-Growth Firms

Also, Zoe Financial selects BridgeFT WealthTech API and Daffy announces its open API for developers.

FULL ARTICLE

ESTATE PLANNING

Ninth Circuit Finds Heirs Personally Liable for Unpaid Taxes

Trustees and beneficiaries of living trust received property after decedent’s death.

FULL ARTICLE

WHITE PAPER

How to Win in the High-Net-Worth Marketplace

Solve high-net-worth challenges with a single solution.

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