Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 09, 2024

PEOPLE

Fired LPL CEO Dan Arnold Settles for $12M In Stock Options

According to records filed with the SEC, Arnold will retain 47,994 non-forfeited options with a price per share of $327.56. This totals about 15% of what he could have received if he had been terminated without cause.

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RIA NEWS

Long-Time Carson Exec Aaron Schaben to Depart

At the beginning of next year, Schaben will move to Ron Carson's family office as CEO.

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FASTCHAT VIDEO
A Supportive Culture for Diverse Advisors
At Wells Fargo Advisors, we believe supporting diverse advisors starts with a culture of actively engaging with them throughout their journeys.
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ALTERNATIVE INVESTMENTS

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

On the tech side, advisors value the improved integrations, analysis that alts platforms are working to build out.

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PODCAST

The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood’s solution to a pressing problem: secure, centralized access to critical documents.

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WHITE PAPER
Why Automation Is the Key to Sustainable Growth
Discover the real difference between fast-growing RIAs and those that plateau in this free guide from Practifi.
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