WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

FEBRUARY 26, 2024

INDUSTRY

Mariner Wealth Avoids DOJ Charges by Admitting to Non-Poaching Scheme

The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.

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RIA NEWS

Corient Obtains A- Credit Rating

Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.

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WMTV ON LOCATION

How Orion and Redtail Are Boosting Advisor Efficiency with New Features

Orion Announces Client Communication Technology at T3 with Redtail Suite Sync.

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CELEBRITY ESTATES PODCAST

Replay: King Charles and How International Heirs Impact Estate Planning

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

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ETFS

Carson Group Greenlights Just Four Spot Bitcoin ETFs

The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.

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PEOPLE

Goldman Promotes Meena Flynn to Co-Lead Top Client-Services Role

Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.

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