Morning Memo
 
Wealth Management Morning Memo

AUGUST 7, 2023

RIA NEWS

Focus Financial Founders Stepping Down Following Sale

Focus Financial co-founders Rajini Kodialam and Lenny Chang are leaving their executive roles at the firm, according to a source, and CEO Rudy Adolf may not be far behind.

FULL ARTICLE

RIA NEWS

Litman Gregory Acquires Private Client Business of Wedgewood Partners

California-based Litman Gregory has completed its second acquisition under parent company iM Global Partner in a bid to become a national RIA.

FULL ARTICLE

RESOURCE CENTER

Drive Clarity and Confidence in the Advisor-Client Relationship

See how client-focused technology, that works the way you do, can empower you to provide an exceptional level of service.

LEARN MORE

TECHNOLOGY

The Word on WealthTech for August 2023

F2 Strategy's co-founder and CEO provides his take on the most important wealthtech news of the last month.

FULL ARTICLE

THE WEALTHSTACK PODCAST

Demystifying Risk Management with Rick Bookstaber and Govinda Quish

Risk management expert Rick Bookstaber and Fabric CEO Govinda Quish discuss how technology is keeping up with risk management.

Paid for by Wells Fargo Advisors

FULL ARTICLE

WMTV ON LOCATION

Bravo TV’s Talia McKinney on the Power of Positive Branding

When Talia's not filming "Million Dollar Listing New York," Talia McKinney is an accomplished real estate agent at SERHANT.

WATCH NOW

Podcasts

WEALTH MANAGEMENT EDGE PODCAST

Dakota’s Rhys Williams on What's Inside the Mind of NextGen Clients

Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.

Sponsored by iShares

LISTEN NOW

ADJUSTED FOR RISK PODCAST

Inside Separately Managed Accounts

Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.



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WEBINAR

Empowering Financial Advisors: Mastering Digital Communication and CX

Join us on August 22 for an insightful webinar as we unveil the secrets to Empowering Financial Advisors through Mastering Digital Communication and CX!

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