Morning Memo
 
Wealth Management Morning Memo

MARCH 23, 2023

PEOPLE

Executive Shakeup at Skience

The sudden departure of president Marc Butler comes close on the heels of the exit of two other top executives.

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TECHNOLOGY

GeoWealth Acquires First Ascent Asset Management

With this acquisition, the two firms now have a collective $21 billion in platform assets.

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WHITE PAPER

Driving Continuous Process Improvement

How Rehmann is refining its digital processes with efficiency and compliance in mind.

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REGULATION AND COMPLIANCE

SEC Charges Celebs For Touting Crypto Without Disclosing Compensation

The SEC charged Tron founder Justin Sun with selling unregistered crypto assets, and settled charges with Lindsay Lohan, Jake Paul, Soulja Boy and others for touting them.

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INDUSTRY

SVB’s Big Bet on Troubled Private Bank Ends on the Auction Block

Bids for SVB's private bank subsidiary, with $17 billion in assets, are due to the FDIC on Wednesday night.

FULL ARTICLE

SPONSORED WEBINAR

What Advisors Really Want From Their Tech

2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? Join on Mar. 29th as our panel discusses the role of technology in changing and improving client experiences.

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