WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 15, 2022

TECHNOLOGY

Report: Former Onramp CEO Announces New Ventures

Tyrone Ross Jr. unveiled his new wealthtech venture, Turnqey Labs, an API suite for cryptocurrency asset data, and 401 Financial, an RIA that will serve as an incubator for the startup, according to published reports.

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RIA NEWS

Coldstream Wealth Management Adds Former Schwab Director as Chief Revenue Officer

After nearly 20 years with Schwab, Natalie Straub is now dedicating herself to Coldstream’s “ambitious” growth initiatives and scaling efforts.

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SPONSORED CONTENT

Meeting the Needs of Clients in the New Digital Age

The expert articles in this eBook detail how financial professionals are looking to technology and analytics to streamline processes and exceed client expectations.

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REGULATION AND COMPLIANCE

North Carolina Passes Annuity Best Interest Rule

More than half of U.S. states now have passed a best interest rule for annuity sales based on an NAIC model.

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FIXED INCOME

Fed Hikes Rates 75 Basis Points, Intensifying Inflation Fight

The interest rate hike to 1.5% to 1.75% is the biggest increase since 1994.

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SPONSORED WEBINAR

Building a Modern Day Back Office - Scaling Without Headcount

In the webinar on Thurs. June 23rd, you'll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount.

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WMTV

401KTV

401(k) Real Talk Episode 20: June 15, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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EDGETV

Ric Edelman on The Truth About Crypto

Ric Edelman deep dives into the world of digital assets, how advisors should talk to their clients about these assets and what the future holds for crypto.

WATCH NOW