Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 04, 2024

RIA NEWS

New Dynasty-Backed RIA Accuses Former Firm of Lack of Accountability, Body Shaming

Former employees of Salomon & Ludwin claim they were under the protections of the Broker Protocol when they departed; they also cited concerns about the RIA’s culture and poor communication.

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TECHNOLOGY

BNY Mellon’s Pershing X Upgrades Wove Platform

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

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RESOURCE CENTER
Recruiting and Mentoring Next-Gen Advisors
Discover the lucrative world of fee-only RIAs, the fastest-growing segment in wealth management, offering transparency, flexibility, and client-centric services in a competitive market landscape.
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2024 WEALTH MANAGEMENT INDUSTRY AWARDS

WealthManagement.com Announces 2024 'Wealthies' Finalists

The tenth annual WealthManagement.com Industry Awards ceremony will be held in New York City on Sept. 5.

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INDUSTRY

$1B California Team Leaves Merrill to Go Independent

Michelle Gruber and Alex Markowitz are co-founding Alteri Wealth, operating out of Westlake Village. The firm will custody with Schwab.

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RIA NEWS

Beacon Pointe Acquires $775M RIA Joslin Capital

The move bolsters Beacon Pointe’s book of business in the Seattle metropolitan market.

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