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Wealth Management Morning Memo

DECEMBER 18, 2023

Meet the Ten to Watch in 2024

WealthManagement.com Staff

These 10 individuals are set to innovate and influence the wealth management industry in 2024.

FULL ARTICLE

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RPA EDGE

As the Number of 401(k) Plans Grows, Why Are RPAs Shrinking?

Fred Barstein

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

FULL ARTICLE

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CELEBRITY ESTATES PODCAST

Replay: Julia Fox and Why Millennials Focus Less on Material Wealth

David H. Lenok

In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.

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INDUSTRY

AssetMark’s Chinese Owner Explores Strategic Options Including Stake Sale

Matthew Monks, Gillian Tan and Dong Cao

Huatai Securities Co. is working with advisors as it evaluates possibilities for the US asset-management platform including a full or partial sale.

FULL ARTICLE
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