JUNE 3, 2024

TECHNOLOGY

Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech

Rob Burgess

After Washington, Missouri is the second known state to send warning letters to advisors over the use of wealthtech tools that can access data in client retirement and banking accounts.

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INDUSTRY

$1B Former First Republic Team Joins Citizens From JPMorgan

Patrick Donachie

Brian Nagle's move to Citizens follows that of a San Francisco-based team with $5 billion in managed assets in April.

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WHITE PAPER

Bonds Take Center Stage - Short-term Bonds May Dominate Cash in the Next Phase of Monetary Policy

Sponsored by Amundi Asset Management

Investors should consider the reinvestment risk inherent in cash.

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WHAT'S IN MY WEALTHSTACK

WealthChoice: Using Tech To Serve Women Breadwinners

Rob Burgess

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

FULL ARTICLE

BUSINESS PLANNING

RIAs Face a Growth Imperative and It’s Not About AUM

Chad Druvenga

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

FULL ARTICLE

RESOURCE CENTER

The RIA Edge 100: RIA Edge 100: Growth by Design, Not by Default

Sponsored by Schwab Advisor Services

Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.

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