Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 23, 2024

TECHNOLOGY

Raymond James Names New Head of Advisor Employee Channel

Tom Walrond, senior vice president and division director, will replace Tash Elwyn as president of Raymond James & Associates, among other senior leadership changes.

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RIA NEWS

Savvy Adds Four Advisors With Combined $170M

The digital-focused advisory recruits advisors from UBS, Farther and others, bringing its total assets to over $400 million.

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WHITE PAPER
Bonds Take Center Stage - Short-term Bonds May Dominate Cash in the Next Phase of Monetary Policy
Investors should consider the reinvestment risk inherent in cash.
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PEOPLE

Gorman to Step Down as Morgan Stanley Chairman at End of Year

Gorman's decision to step down after giving up the CEO role in January is seen as a vote of confidence in Pick’s leadership.

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TECHNOLOGY

Software Firm Envestnet Draws Interest From Advent, GTCR

Envestnet has been working with a financial advisor to explore sale options.

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WMIQ RESEARCH REPORT
Seizing the Moment: Exploring the Resurgence of Client Cash
Advisors' have a crucial role in navigating the cash resurgence landscape.
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