WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 7, 2019

PEOPLE

LearnVest's Alexa von Tobel To Leave Northwestern Mutual

After selling LearnVest to Northwestern Mutual in 2015 and then working as the firm's first innovation officer, von Tobel is leaving the insurance company to start a new venture.

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PEOPLE

Bob Oros Officially Takes The Helm of HighTower Advisors

The former CEO of HD Vest came to an agreement with the $60 billion RIA late last year.

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CLIENT RELATIONS

Can “Soft Skills” Be Taught? In Financial Services, They Should Be

Many firms are de-emphasizing soft skills in favor of tech skills, but technical prowess alone can never replace the personal touch of a great advisor.

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