Morning Memo
 
Wealth Management Morning Memo

AUGUST 12, 2024

COLLEGE PLANNING

Important FAFSA Changes You Need to Know About

The rollout of the 2025-2026 form already has been delayed until Dec. 1.

FULL ARTICLE

RIA NEWS

Abacus Life Acquires $600M Asset Manager FCF Advisors

The company will now focus on its RIA acquisition strategy in the latter part of this year.  

FULL ARTICLE

TECHNOLOGY

Innovayte, Advyzon Partner on a New Model Marketplace

The custodial platform will get access to Advyzon’s third-party asset managers, while Advyzon’s clients will be able to use Innovayte’s investment management services.  

FULL ARTICLE

RIA NEWS

$6.5B LPL OSJ Hires New Director of Business Development

Christian Widen, who has business development experience at Schwab, Pershing and Fidelity, joins Gateway Financial Partners.

FULL ARTICLE

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