WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 14, 2023

REGULATION AND COMPLIANCE

Faith-Based RIA Joins Ex-Trump Officials in Target Suit

Inspire Advisors has joined a lawsuit arguing the major retailer’s Pride Campaign resulted in consumer backlash that negatively impacted its stock price.

FULL ARTICLE

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RIA NEWS

Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

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WMTV ON LOCATION

Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing

Insights from Nidhi Gupta, portfolio manager at Fidelity Investments on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.

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TECHNOLOGY

Envestnet Explores Sale of Data Aggregator Yodlee

Envestnet paid about $590 million for Yodlee in 2015.

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WEALTH MANAGEMENT EDGE PODCAST

Heather Fortner's Journey to Leadership

Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.

Sponsored by iShares

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WMIQ EXCLUSIVE RESEARCH

The 2023 WealthStack Study

How technology is driving the growth of wealth management firms.

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