Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 26, 2024

PEOPLE

Two Senior Executives Depart Osaic

Chief Digital Officer Pete Clemson and Melissa Lamarche, senior vice president of advisor relations, are leaving the organization.

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INDUSTRY

Advisor Sentiment Index: Confidence in Stock Market Soars

According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.

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FASTCHAT VIDEO
Using Technology to Level Up the Advisor-Client Relationship
Schwab's upcoming tech updates aim to improve advisor-client experiences.
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TECHNOLOGY

RISR, A Business Owner Engagement Platform, Raises $1.5 Million

The new technology, which launched this year, brings automated data capture and insights to advisors in assessing businesses.

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INDUSTRY

$1.3B Las Vegas Team Departs Morgan Stanley for Raymond James

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

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FASTCHAT VIDEO
Why Active Fixed Income Matters More Than Ever
Explore how active management can uncover opportunities despite market volatility.
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ALTERNATIVE INVESTMENTS

BlackRock Muscles Into Private Assets Market for Wealth Clients

BlackRock will work with GeoWealth to offer private equity and debt funds in customized portfolios for financial advisers across the United States.

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