Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 16, 2024

RIA NEWS

Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs

In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.

FULL ARTICLE

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RIA NEWS

$24B Choreo Hiring Growth, Practice Management Coaches

These full-time executives will help the firm’s advisors network and build relationships with CPAs in their market.  

FULL ARTICLE

WEBINAR

Where Did All the Organic Growth Go?

Join us on February 27th as industry experts explore innovative strategies and technologies to reignite growth in the financial advisory sector.

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THE DIAMOND PODCAST FOR FINANCIAL ADVISORS

Former First Republic Head Launches RIA with Backing from Summit Partners

Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.

LISTEN NOW

ETFS

State Street Targets $25B for Model-Portfolio Business

Model portfolios continue to grow more popular among financial advisors.

FULL ARTICLE

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