WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 20, 2024

TECHNOLOGY
TradePMR Adds Tech Execs From Schwab, Apex and Goldman Sachs
TradePMR poaches four technology hires in an effort to deepen integrations, improve the user experience and better compete with the big custodians.
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RIA NEWS

$1.2B Fee-Only Firm Joins Boston-Based CW Advisors

Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.

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SPONSORED CONTENT
Financial Professionals’ 3 Success Secrets

Sponsored by Athene

Strategies top producers use to stand out.
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PHILANTHROPY

Demystifying Private Foundation Distributions

Creative ways to maximize their impact.

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PODCAST

Adjusted for Risk: How Asset Managers can Increase Strategy Visibility Through Storytelling

IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.

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SPONSORED CONTENT
Meeting the Realities of Today’s HNW Families

Sponsored by Envestnet

The challenges and solutions for attracting and retaining the next generation of high-net-worth clients.
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