Morning Memo
Wealth Management Morning Memo

APRIL 2, 2019

TECHNOLOGY

Ellevest Arrives At End Of $33 Million 'Marathon'

Boasting a list of high-profile investors, Ellevest is targeting four areas of its business, including community building, to spur its growth.

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HIGH NET WORTH

Help Clients Avoid Family Business Fractures

Opening the door to honest communication is key.

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SPONSORED CONTENT

Accelerating Practice Growth Through Coaching

Coaches are a proven method to faster growth for investment professionals’ practices.

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INDUSTRY

$120 Million Seacoast Financial Network Joins LPL Financial

The New Hampshire-based financial services firm moves to the independent broker-dealer from O.N. Equity Sales Company.

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The Daily Brief

PEOPLE

LPL Plans to Add Cybersecurity Executive to Board of Directors

LPL's shareholders will vote at the coming annual meeting whether to add Corey Thomas, the chairman and CEO of Rapid7, to the company's board.

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