WealthManagment.com Daily Memo
 
Wealth Management Morning Memo

OCTOBER 16, 2023

PEOPLE

Former WEG COO Terri Kallsen Joins Joe Duran’s Rise Growth Partners

Joe Duran has named Terri Kallsen, former WEG and Schwab executive, as managing partner and senior operating advisor at Rise Growth Partners.

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REGULATION AND COMPLIANCE

YouTube Advisor Sentenced To Prison for COVID-19 Loan Fraud

Paul Kwak conspired with others to fraudulently apply for business assistance from the Economic Impact Disaster Loan program.

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WMIQ EXCLUSIVE RESEARCH

Driving Firm Growth and Success

The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success.

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INDUSTRY

Rockefeller Global Family Office Adds UBS Team Managing $963M

The four-member Bridgeline Wealth Partners is the latest to join Rockefeller Global Family Office.

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ETFS

Grayscale Bitcoin Discount Narrows With ETF Conversion Seen ‘Inevitable’

On Friday, the US Securities and Exchange Commission declined to appeal on earlier positive court ruling for Grayscale.

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WHITE PAPER

Advisors: Reclaim Your Time & Unlock Potential

Overcome 3 common challenges that may be holding you back.

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Podcasts

CELEBRITY ESTATES PODCAST

Bob Barker and Leaving a Charitable Legacy

The majority of Bob Barker's estate was donated to 40 different animal and military charities.


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WMRE COMMON AREA PODCAST

Transforming Real Estate Investment Through Fintech Innovation With Ryan Williams

Cadre's CEO discusses how the firm uses predictive models and workflow tools to change the real estate investment experience.

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WEBINAR

Real Estate Investing: Tapping the Untapped Demand for Advice

Join us on October 26 to unlock real estate potential. Gain exclusive insights from financial advisors and optimize wealth-building for clients.

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