Morning Memo
 
Wealth Management Morning Memo

JUNE 19, 2024

TECHNOLOGY

Orion Calls Employees Back to Office With Hybrid Schedules, Earned Flexibility

The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.  

FULL ARTICLE

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RIA NEWS

Investment Bankers: Fisher Is a Different Beast

Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.

FULL ARTICLE

WHITE PAPER

Generative AI's Role in Advisor Business Growth

How AI revolutionizes wealth management with personalized, efficient solutions.

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RPA

A Terrifying and Brilliant Future for 401(k) Providers and Advisors

Requiring greater collaboration, cutting edge technology and enabled workers and partners.

FULL ARTICLE

PHILANTHROPY

Crypto Is Now Part of the Charitable Conversation

Are you ready to help your clients and the next generations of their families?  

FULL ARTICLE

WEBINAR

Bonds Take Center Stage: The Fixed Income Outlook and Multi-Sector Opportunities

Join us tomorrow, to explore high-quality bond opportunities amid volatile US interest rates and discover compelling strategies for your portfolio.

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