WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Ben Harrison to take full control of the Wealth Solutions division. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its "sophisticated wealth management solutions." FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Practifi | | Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape. DOWNLOAD NOW |
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| RIA EDGE | | | | Ali Hibbs | | As one year ended and another began, RIA acquirers didn’t miss a beat. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Brock Johnson, Morningstar's president of retirement solutions, answers probing questions on critical issues facing retirement plan advisors. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation. REGISTER NOW |
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