WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 1, 2024

TECHNOLOGY

Goldman Sachs Now Has 42 Integrations on Custody Platform

Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

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RIA NEWS

Focus to Merge $10.4B GW & Wade Into The Colony Group

This marks Focus’s second intra-partnership merger as part of its new 'hub' strategy, and it will create a $31.5 billion RIA.

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SPONSORED CONTENT

2024 WealthTech Spotlight

Insights from industry leaders on the dynamic technology landscape of wealth management.

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PEOPLE

Kabir Sethi to Leave LPL Financial

A public filing cited an “organizational realignment of certain business functions” as the reason for the departure.

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HIGH NET WORTH

Central Banking Digital Currencies

Fiduciaries should expect questions about CBDCs.

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