Morning Memo
Wealth Management Morning Memo

JANUARY 13, 2021

TECHNOLOGY

The Google Glass Flop And Lessons For Fintech Wealth Management Today

Wealthtech entrepreneurs and Fintech founders can take a few lessons away by thinking of the failure that was the launch of Google Glass.

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INDUSTRY

Cetera Acquires Super OSJ BAR Financial

The acquisition provides a succession plan for the founding partners of BAR, which has 300 advisors and $4 billion in assets under management.

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SPONSORED CONTENT

Creating a Business Continuity Plan

Never would we have thought a pandemic would sweep the globe, changing our lives and how we do business. Were you prepared with a business continuity plan?

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INDUSTRY

Modera Wealth Management Sells Minority Stake to Tria Capital, Adds $1.3B RIA

One day after merging with Independence Advisors, Modera Wealth Management sold a minority stake of its firm to Tria Capital Partners.

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PEOPLE

Aaron Wealth Advisors Brings in Former Citigroup Exec

Jennifer Barry joins former execs from J.P. Morgan, Northern Trust and Deutsche Bank at Gary Hirschberg's Chicago-based RIA.

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