WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 28, 2024

INDUSTRY

Hightower Drops Claim That Former Advisor Broke Non-Compete Clause

The RIA acquirer sued Lars Knudsen earlier this year, alleging the advisor broke his non-compete after he was fired. He believes Hightower dismissed the charges because it expected a judge to rule in his favor.

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TECHNOLOGY

CogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization Engine

The company's proprietary insights engine has been added to its Wealth Co-Pilot to help deliver personalized advice.

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SPONSORED VIDEO
Personalized Retirement Advice for Employees
The evolution of advice in retirement plans proposes better outcomes for participants.
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PODCAST

The WealthStack Podcast: How TAMPs Are Driving Tech Forward in Wealth Management

Kyle Wiggs, CEO of UX Wealth Partners, discusses the evolving role of TAMPs in wealth management.

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BUSINESS PLANNING

Seven Nobel-Inspired Ideas to Bring Prosperity to Your Business

The success of societies and businesses depends on people's behavior.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors
Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management.
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REGULATION & COMPLIANCE