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Wealth Management Daily Memo

FEBRUARY 1, 2023

RIA NEWS

Slate Hill Partners Enters RIA Market with XO Stake

Ali Hibbs

For XO Wealth Management, the partnership with Slate Hill will provide access to family office services and enhance its ability to tap into the private equity space.

FULL ARTICLE

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TECHNOLOGY

Pontera Announces Integration with Envestnet's Tamarac Platform

Rob Burgess

The integration will enable advisors using Tamarac to manage client defined contribution accounts from within the platform.  

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RESOURCE CENTER

Firsthand Financial Advisors Insights

Sponsored by Wells Fargo Advisors

View the 2022 findings from the mouths of financial advisors about their needs, professional goals, and firm satisfaction.

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RIA NEWS

Sanctuary Wealth Cuts Ribbon on Flagship NYC Location

Ali Hibbs

Sanctuary Wealth held a grand opening for its new East Coast headquarters on Madison Avenue in New York City.

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FIXED INCOME

Fed Slows Rate Hikes, Signals Further Increases Are Coming

Rich Miller

The unanimous decision by the Federal Open Market Committee was in line with financial market expectations.

FULL ARTICLE