JULY 14, 2022

PEOPLE

David Canter Departs Fidelity For Kestra's Bluespring Wealth Partners

Davis Janowski

Fidelity's well-known thought leader, who also spent years at Schwab, departs the land of custody for an 'entrepreneurial' gig.

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INDUSTRY

Morgan Stanley Wealth Management Revenue Dips 6% in Q2

Patrick Donachie

However, the company's chief financial officer attributed the drop to “notable declines in deferred cash-based compensation plans,” saying that without that drain, the division would have seen a record quarter.

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Sponsored by Laserfiche

Choreo is streamlining front- and back-office functions by digitizing processes.

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RIA NEWS

Wealth Enhancement Group Acquires $776M Hybrid RIA

WealthManagement.com Staff

In its seventh acquisition this year, Wealth Enhancement Group acquires Titus Wealth Management.

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ADVISOR INNOVATIONS PODCAST

Live Oak’s James Hughes on Underwriting RIA Growth

David Armstrong

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

Sponsored by LPL Financial

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