WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Laserfiche | | Shufro Rose is making its operations more efficient by building digital workflows. DOWNLOAD NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| INDUSTRY | | | | 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." FULL ARTICLE |
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| WMIQ RESEARCH | | | | 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. VIEW THE REPORT |
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