WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Diana Britton | | In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch. FULL ARTICLE |
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| RIA NEWS | | | | Rob Burgess | | The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Salesforce and Flyer Financial Technologies | | Join us on January 30 for "The Evolution of the CTO," exploring technology's pivotal role in reshaping business strategies. REGISTER NOW |
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| RIA NEWS | | | | Ali Hibbs | | Brandon Corso will work from a new Baird office in the greater Washington, D.C., area. FULL ARTICLE |
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| PEOPLE | | | | Ali Hibbs | | Replacing interim CFO Bill Siemers, who has been in the role since June, Marks has held similar posts at Thompson Reuters, Mercer and Condé Nast. FULL ARTICLE |
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