Wealth Management Daily Memo

AUGUST 17, 2022

RIA NEWS

Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy

Ali Hibbs

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

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RIA NEWS

NAPFA CEO Steps Away; FPA Prepares to Leave Planning Coalition

Ali Hibbs

NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.

SPONSORED CONTENT

Accelerating Digital Transformation

Sponsored by Laserfiche

Shufro Rose is making its operations more efficient by building digital workflows.

401KTV

401(k) Real Talk Episode 29, August 17, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

INDUSTRY

Fleming’s Rockefeller Aims to Double Number of Advisor Teams

Devon Pendleton and Sonali Basak

The expansion will be focused in Charlotte, N.C.; Austin, Texas; and Nashville, Tenn., which CEO Greg Fleming called "clear growth centers."

WMIQ RESEARCH

How COVID-19 Impacted Investment Outsourcing Strategy

Sponsored by Flexshares Exchange Traded Funds

About half of all respondents to the new Race to Scalability 2022 Study who outsource report increasing their overall use of third-party providers over the past three years.

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