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FEBRUARY 17, 2023

RIA NEWS

Ali Hibbs

Jeff Steiner and Tim Durbin join the growing RIA focused on providing expanded private banking services in a fiduciary setting.

RIA NEWS

Ali Hibbs

The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.

WMIQ EXCLUSIVE RESEARCH

In partnership with Marsh McLennan Agency

Why convergence is coming and what it means.

THE WEALTHSTACK PODCAST

Shannon Rosic

The chief marketing officer of Docupace details what to look for when introducing new technology to a business to fill gaps in productivity.

REGULATION AND COMPLIANCE

Austin Weinstein

The SEC says Pierce failed to disclose that he was paid more than $244,000 to promote the EMAX token, offered by EthereumMax, on Twitter.

WMIQ EXCLUSIVE RESEARCH

In partnership with Midland Advisory

Addressing the retirement worries of clients and prospects.

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