WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Ali Hibbs | | 1834, a division of Old National Bank, offers a single point of contact for high-net-worth wealth management clients. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Former Snappy Kraken exec Diana Cabrices debuts her new outsourced chief evangelist offering, aimed at wealthtech companies, this week. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners | | A data-driven analysis of M&A and valuation trends re-shaping the wealth management market. DOWNLOAD NOW |
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| PHILANTHROPY | | | | Susan R. Lipp | | What are the possible repercussions for the non-profit organization? FULL ARTICLE |
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| EQUITIES | | | | Aaron Brown | | Putting 60% of your holdings in stocks and 40% in bonds as a strategy is alive and well despite last year’s terrible performance. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join the conversation on Jan. 25th as our presenters discuss the variety of commodity investment strategies and the potential value these strategies can bring to the modern investor. REGISTER NOW |
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