Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 19, 2024

TECHNOLOGY

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

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INDUSTRY

Schwab Accuses Former Rep of Leaving with Client Data

The firm is seeking an injunction in Texas federal court against Roberto Ortega, alleging he accessed client information to solicit them when he left to join a new firm.

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WHITE PAPER
Forging Ahead
Blazing a new trail for the next generation of investors & advisors.
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PEOPLE

Concurrent Snags OneDigital Exec to Lead Retirement Division

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

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ESTATE PLANNING

GST Tax Exempt Status Retained for Court-Modified Trust

The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust.

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WMIQ RESEARCH REPORT
Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness
Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.
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