Morning Memo
 
Wealth Management Morning Memo

MARCH 12, 2024

PEOPLE

Ex-Osaic Employee Files Disability Discrimination Lawsuit Over COVID-19

Julietta Scruggs claims she has a weakened immune system yet was denied the ability to work remotely, then fired after contracting the virus and taking an extended leave.

FULL ARTICLE

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RIA NEWS

Savvy Goes Multicustodial, Grows to 15 Advisors

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.  

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How Have Elections Moved Markets?

The Guide to investing in an election year has the answers.

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RIA NEWS

Nepsis Introduces Corporate Retirement Division

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.  

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WHAT'S IN MY MODEL PORTFOLIO

Americana: Blending Rates, Credit and Equity Exposures

Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.

FULL ARTICLE

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