WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Launched with support from Dynasty Financial Partners, the New Jersey-based team managed $875 million at Merrill. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Daniel Murphy and his team left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Learn why 42% of firms currently offer direct indexing. LEARN MORE |
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| TECHNOLOGY | | | | Diana Britton | | The company’s website, automation and text messaging platforms will now be connected in one unified system, with new pricing and a single compliance platform. FULL ARTICLE |
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| FIXED INCOME | | | | Giles Turner | | What would former baseball star Alex Rodriguez do with $100,000? “I would keep it in T-bills right now.” FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Franklin Templeton | | Why advisors should consider developing an “illiquidity bucket.” LEARN MORE |
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