Morning Memo
 
Wealth Management Morning Memo

JANUARY 1, 2024

Ten to Watch in 2024

This group of innovators and influencers are set to change the wealth management industry in 2024.

VIEW THE FULL LIST

The Ten to Watch in 2024: Julie Cane

Julie Cane is managing partner and CEO at Democracy Investments.

FULL ARTICLE

The Ten to Watch in 2024: Devon Drew

Devon Drew is the CEO at AssetLink.

FULL ARTICLE

The Ten to Watch in 2024: Olivia Eisinger

Olivia Eisinger is the general manager of advisory at Apex Fintech Solutions.

FULL ARTICLE

The Ten to Watch in 2024: Iraklis Kourtidis

Iraklis Kourtidis is the CEO of Rowboat Advisors.

FULL ARTICLE

The Ten to Watch in 2024: Ritik Malhotra

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

FULL ARTICLE

The Ten to Watch in 2024: Carrie Nelson

Carrie Nelson is the founder and CEO at Atlas Point.

FULL ARTICLE

The Ten to Watch in 2024: Anne Rhodes

Anne Rhodes is the chief legal officer at Wealth.com.  

FULL ARTICLE

The Ten to Watch in 2024: Christine Simone

Christine Simone is the founder and CEO at Caribou.  

FULL ARTICLE

The Ten to Watch in 2024: Brian Thorp

Brian Thorp is the founder and CEO at Wealthtender.  

FULL ARTICLE

The Ten to Watch in 2024: Ryan VanGorder

Ryan VanGorder is the CEO at Opto Investments.  

FULL ARTICLE

CONNECT WITH US

EVENTS

Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY

LinkedIn Twitter Facebook
YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved.

 

 

Manage Subscriptions | Archive | Advertise | Privacy Policy
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -