WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Flyer Financial Technologies and Salesforce | | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors. WATCH NOW |
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| EQUITIES | | | | Bailey Lipschultz | | A de-SPAC or blank-check deal related to the Trump Media & Technology Group would hand the former president new-found wealth. FULL ARTICLE |
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