Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 01, 2024

RIA NEWS

Former Edelman Advisor Sues To Break Non-Solicitation Agreement

Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.”

Read More >

      Advertisement

EQUITIES

Edward Jones Launches Proprietary SMA, Financial Planning Services

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Read More >

WHITE PAPER
Investor Sentiment in Volatile Markets
The state of investor sentiment report.
Learn More >

      Advertisement

TECHNOLOGY

InvestCloud Announces Redesign, New Strategic Direction

In addition to a new color scheme, logo and updated website, there will be a drive toward hyper-personalization and management of alternative investments.

Read More >

PEOPLE

Schwab CEO Bettinger to Step Down as Firm Revamps Banking Unit

Bettinger, who turns 65 next year, has led Schwab since 2008. He’s handing the role to President Rick Wurster.

Read More >

WEBINAR
Investor Sentiment in Volatile Markets
Join our webinar on October 9th to hear how investors are facing the ‘money in motion’ phenomenon, which is occurring against the backdrop of a new rate regime.
Register Now >
RIA NEWS

RIA Deal Roundup: Several RIAs Announce Deals on First Day of Q4

Mercer Advisors, Savant, Beacon Pointe and Credent are among the RIAs announcing acquisitions on Tuesday.

Read More >

MUST READS

10 Investment Must Reads for This Week (Oct. 1, 2024)

Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales. These are among the investment must reads we found this week for wealth advisors.

Read More >