Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 26, 2025

INDUSTRY NEWS

Judge Denies Ameriprise’s Restraining Order Against LPL, Former Employees

U.S. District Judge Susan Brnovich wrote that Ameriprise failed to elevate its claims that the defendants had violated the Broker Protocol (with LPL’s support) “beyond mere speculation.”

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WEALTHTECH

Ellevest Sheds Robo Advice Business to Betterment

The deal does not include Ellevest’s wealth management and financial planning business.

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SPONSORED CONTENT
How to Lead With a Solutions-First Approach
Allen Porter shares how Money Concepts energizes advisor growth.
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401K TV

401(k) Real Talk Episode 141: February 26, 2025

Open, honest and candid discussion about Great Gray acquiring RPAG, Empower sued over high fees, two data breaches, robo advisor ratings and more.

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Marketing

Savvy Wealth Creates CTO Position to Build Out Product, Engineering Teams

Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent.

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RESOURCE CENTER
Fixed Income: A Risk-Adjusted Opportunity
Navigating The Current Landscape
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INDUSTRY NEWS

RIA Recruiter, Dealmaker Kreuter Rolls Up Divisions Into Gladstone Group

Recruitment shop D.A. Kreuter Associates and its Gladstone M&A, valuation and consulting divisions will now be the collective Gladstone Group.

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