Wealth Management Daily Memo

JANUARY 8, 2019

INDUSTRY

Doug Ketterer’s Atria Wealth Acquires NEXT Financial Group

Diana Britton

The deal, Ketterer’s fourth since 2017, brings Atria to a total 2,000 advisors and $65 billion in assets under administration.

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TECHNOLOGY

Logging In to Your Bank Account Is Now a $3 Billion Business

Julie Verhage, Gillian Tan and Selina Wang

Plaid announced Tuesday that it's buying Quovo Inc. in a deal that could be worth about $200 million.

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ETFS

Utilities May Not Be A Safe Harbor

Brad Zigler

Some sector ETFs are vulnerable to dividend cuts.

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Crossroads: Critical Decisions to Evolve an RIA

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