WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 12, 2023

PEOPLE

Head of Thrivent Advisor Network Let Go

Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team. The firm is also halting recruiting new advisors to its RIA.

FULL ARTICLE

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RIA NEWS

Abry Partners Takes Minority Stake in Prime Capital Investment Advisors

Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018.

FULL ARTICLE

WHITE PAPER

The 2023 Firm Growth Survey Report

The industry's first annual report focused on firm growth.

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RIA NEWS

Captrust Buys $2.3B AUM Southern Wealth Management

The Texas-based firm doubles Captrust’s tax division while strengthening ultra-high-net-worth and family office services.

FULL ARTICLE

401KTV

401(k) Real Talk: Episode 67: July 12, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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FOCUSED ON THE FUTURE PODCAST

Kristi Rodriguez on Redefining Retirement, Attracting Gen Z and Making an Impact

Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.

LISTEN NOW

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