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Wealth Management Morning Memo

JULY 6, 2023

RPA EDGE

Convergence Dominates the Financial Advisor M&A Market

Fred Barstein

Wise Rhino Group’s quarterly report highlights importance of convergence, scale and integration.

FULL ARTICLE

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RIA NEWS

Cerity Partners Adds $2.5B AJ Wealth

Ali Hibbs

Cerity has acquired an New York City-based firm with experience serving private equity, hedge fund and venture capital partners.

FULL ARTICLE

FASTCHAT VIDEO

What the Future of Access Means for the Future of Alts

Sponsored by CAIS

Brad Walker, founder, chief client and product development officer at CAIS offer his perspective on how access has changed.

WATCH NOW

ESTATE PLANNING

Transgender Name Changes and the Evolving Nature of State Law

Scott Glatstian

Attorneys with clients who are transitioning need to keep apprised of current laws.

FULL ARTICLE

TECHNOLOGY

The Word on WealthTech for July 2023

Doug Fritz

Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.

FULL ARTICLE

RESOURCE CENTER

Get to Know Wells Fargo Advisors Financial Network

Sponsored by Wells Fargo Advisors

Learn more ways to run your business independently.

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