Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 31, 2024

INDUSTRY

Sanctuary Partner Firm Grabs $300M Team from Wells Fargo

Adam and Eleanor Weinstock are joining SLK Private Wealth. The move comes two years after a group of Wells Fargo employees left the wirehouse to form the firm.

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INDUSTRY

RBC Picks Up $855M Team From J.P. Morgan

The team, led by veteran advisor Michael Taggart, will join RBC's Florham Park, N.J. office.

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RESOURCE CENTER
The RIA Edge 100: Growth by Design, Not by Default
Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
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TECHNOLOGY

WealthStack Roundup: MassMutual Advisors To Have Access To CAIS Alts Platform

Also, PureFacts Financial Solutions selects BridgeFT’s WealthTech API and MyRepChat founder Derrick Girard joins AdvisorNet Financial as chief growth officer.

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HIGH NET WORTH

Wall Street Billionaires Are Rushing to Back Trump, Verdict Be Damned

A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.

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WHITE PAPER
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