WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | 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 |
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| RIA ROUNDUP | | | | Ali Hibbs | | Following two slow months for dealmaking in the RIA space and reports that M&A is slowing but deals are growing, the industry announced no fewer than 15 transactions this week—only one of which even came close to $1 billion in transacted AUM. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Shelton Capital Management | | Where fixed income fits when investors are constructing their portfolios. WATCH NOW |
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| WEALTHSTACK ROUNDUP | | | | Rob Burgess | | Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | OneDigital's Jania Stout provides a primer on what to expect at the upcoming Wealth@Work conference. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Advent Software Inc. | | Join us on August 22 for an insightful webinar as we unveil the secrets to Empowering Financial Advisors through Mastering Digital Communication and CX! REGISTER NOW |
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