WealthManagement.com Daily Memo
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RIA NEWS | | | Ali Hibbs | Jeff Steiner and Tim Durbin join the growing RIA focused on providing expanded private banking services in a fiduciary setting. FULL ARTICLE |
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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. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Marsh McLennan Agency | Why convergence is coming and what it means. DOWNLOAD THE REPORT |
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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. LISTEN NOW |
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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. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Midland Advisory | Addressing the retirement worries of clients and prospects. VIEW THE REPORT |
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