FEBRUARY 2, 2021

TECHNOLOGY

Newly Minted Unicorn Investcloud Plans Global Wealthtech Takeover

Samuel Steinberger

InvestCloud is bringing Tegra118 and Finantix into the fold, in a reorganization that could make the firm a major global wealthtech player.

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EQUITIES

Goldman Sachs’ Wealth CIO: Reddit Trading is 'Idiosyncratic Noise'

Diana Britton

Goldman Sachs Wealth Management's chief investment officer also calls cryptocurrencies "gambling...not an investment."

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WEALTHIES CIRCLE PODCAST

Ric Edelman on Succession Planning in Wealth Management

In partnership with Edelman Financial Engines

Ric Edelman details the succession planning that financial advisors should be doing in order to keep up with the changing industry.

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INDUSTRY

Cerity Partners Buys Bainco International Investors

Asia Martin

The addition of Bainco gives Cerity a New England presence and increases its AUM to $28 billion.

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INDUSTRY

$1.35B in AUM Merrill Lynch Team Moves to Stifel

Asia Martin

DeBeer, May, Hanna Wealth Management Group join Stifel’s broker-dealer in Dallas.

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WEALTHIES CIRCLE DIGITAL FORUM

Operations Innovation: Managing the New Normal

Join on Feb. 24th for the Technology CE Digital Forum event. Live, interactive sessions will be paneled by leading executives at award-winning firms covering the state and future direction of technology.