WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 17, 2024

Edelman Presses Court to Let Suit Against Mariner Continue

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

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ETFs

Traders Pull $579 Million Out of Grayscale Bitcoin ETF

It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.

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Insurance

Flourish Launches Annuities Platform

Known for helping RIAs with cash management and crypto, the company is now tackling the thorny world of annuities.

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RPA Edge

Can 401(k) Plan Fees Fall to Zero?

Are you prepared if they do as the convergence of wealth and retirement picks up steam?

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