WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 28, 2024

INDUSTRY

Osaic’s Jamie Price on B/D Integrations, Advisor Attrition

In a WealthManagement.com interview, Price also said he didn’t expect PE backer Reverence Capital to sell a majority stake in Osaic “any time soon.”

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TECHNOLOGY

Addepar Launches Trading Platform

The technology provider serving over 1,000 firms globally also rolled out new dashboards and other product enhancements.

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WHITE PAPER
Maximize the Impact of a Business Exit
5 essential tips to help clients donate business interests.
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REGULATION & COMPLIANCE

CIA Veteran Brings Geopolitical Intelligence to Wealth Management

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

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ESTATE PLANNING
WEBINAR
Portfolio Solutions for a New Rate Regime
Join our webinar on October 9th to hear how investors are facing the ‘money in motion’ phenomenon, which is occurring against the backdrop of a new rate regime.
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INDUSTRY

Advisor Sentiment Index: Confidence in the Economy Falls

Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.

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