WealthManagment.com Daily Memo
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TECHNOLOGY | | | Samuel Steinberger | Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets. FULL ARTICLE |
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REAL ESTATE | | Jenn Elliot | Nitin Chexal launched Palladius Capital Management in early 2021. Today, the firm has already deployed 85 percent of its first fund. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parametric | Environmental impact is driving client interest and firm screening for SRIs. DOWNLOAD THE REPORT |
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MARKETING | | Kevin Nichols | The goal is not the largest possible list, but the most engaged list. FULL ARTICLE |
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PEOPLE | | Ben Stupples | Brin, 48, has a net worth of $111.1 billion, according to the Bloomberg Billionaires Index, primarily thanks to his 6% stake in Alphabet Inc. worth about $97 billion. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Sage Intacct | Learn how to solve your business complications while delivering the strategic value your business needs. DOWNLOAD NOW |
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SPONSORED WEBINAR | | Sponsored by Clarity AI | Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients. REGISTER NOW |
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