WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 13, 2024

RIA NEWS


Former Raymond James Advisor Launches $1B AUM RIA
Crux Wealth Advisors, founded by advisor Travis Alexander, is planning a multi-phase transition and it will use BNY Pershing for custody.
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TECHNOLOGY

Finny and the Great AdvisorTech Acceleration

Our columnist sees the future of wealthtech in a small band of young entrepreneurs solving the “lead generation” problem.

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WHITE PAPER
Adapting to Technological Change: A CTO’s Perspective

Sponsored by Salesforce and Box

Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
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CAREERS

Should You and a Non-Partner Colleague Transition Together?

Many factors—professional and interpersonal—influence whether you are better served exploring together or alone.

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PODCAST

The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow

Syntax Data's Patrick Shaddow describes how direct indexing is poised to transform the investment landscape.

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FASTCHAT VIDEO
Sports & Entertainment Program at Wells Fargo Advisors

Sponsored by Wells Fargo Advisors

Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.
Watch Now >
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