Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 05, 2024

ALTERNATIVE INVESTMENTS

Digital Assets Custodian Prometheum Makes a Bigger Push into RIA Space

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

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TECHNOLOGY

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

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WMIQ RESEARCH REPORT
Exploring the Dynamics of Financial Service Partnerships
Better advisor relationships depend on strong service, technology support and a collaborative culture.
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PEOPLE

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.

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401K TV

401(k) Real Talk Episode 108: June 5, 2024

Open, honest and candid discussion about the DOL fiduciary rule, Merrill's data breach, in-plan annuities and more.

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