WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 31, 2023

PEOPLE

Gavin Spitzner, A Popular and Outspoken AdvisorTech Expert, Has Died

He had recently announced he was being treated for Acute myeloid leukemia.

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INDUSTRY

UBS Wealth Management Americas Headcount Stays Steady in 2022

The Americas arm of UBS' global wealth management division saw total revenue dip despite a boost from net interest income in a “challenging macroeconomic environment.”  

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WHITE PAPER

Top Considerations for Financial Intermediaries in 2023

Diversification is vital to allow preparations for a period of higher-for-longer interest rates, and an uncertain growth outlook.

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PEOPLE

First Trust Rebrands Direct Indexing Unit, Installs New CEO

Former Alerian and Nasdaq executive Robert Hughes is the new CEO of First Trust Direct Indexing, the new brand name for Veriti, taking over for co-founder and Managing Partner James Dilworth.

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RETIREMENT NEWS

Survey: Financial Advisors Have Larger Role To Play In Clients' Retirement Planning

Sponsors and participants alike are prioritizing financial education and more savings options in workplace retirement plants.

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