Wealth Management Daily Memo

AUGUST 4, 2021

INDUSTRY

Q&A: Hightower's Bob Oros on Surpassing $100B in AUM

Asia Martin

Hightower CEO Bob Oros on reaching $100 billion in assets, starting an in-house trust company and creating an enterprise built for growth.

Advertisement

INDUSTRY

LPL to Bring Multi-Custodial Workflows, Niche Service Teams to Advisors

Diana Britton

CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.

SPONSORED CONTENT

10 Lessons Small Businesses Can Teach New RIAs

Sponsored by Orion Advisor Tech

As a newly established RIA, you’re probably full of ideas about how to better serve your clients, attract new prospects, and ultimately grow your business.

CAREERS

Learning to Be a Better Mentor from Your Mentees

Walter K. Booker

A relationship works only when both parties recognize it’s a mutually beneficial alliance.

ETFS

Grayscale Hires ETF Head in Push to Convert Biggest Bitcoin Fund

Annie Massa

David LaValle will drive the effort to convert the $25 billion Grayscale Bitcoin Trust (GBTC) into an ETF.

SPONSORED CONTENT

Three Disruptive Trends Impacting Wealth Management in 2021

Sponsored by Bill.com

Join this webinar on August 10th at 2pm ET / 11am PT as experts discuss the WealthTech trends that are disrupting the wealth management industry, and how key market leaders are diversifying and leveraging technology to gain a competitive edge.