WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 15, 2023

PEOPLE

Two Top Pershing Execs Jump Ship

Pershing's Lisa Crafford and Morgan McGovern have resigned from their roles at the RIA custodian.

FULL ARTICLE

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WEALTHSTACK ROUNDUP

EU Passes Artificial Intelligence Act

Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.

FULL ARTICLE

FASTCHAT VIDEO

Navigating Real-Time Uncertainty

Has the banking crisis or the looming debit crisis changed the outlook for fixed income?

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THE WEALTHSTACK PODCAST

The Future of Financial Wellness with Adam Holt of Asset-Map

The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.

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ETFS

BlackRock Tries for Spot-Bitcoin ETF With Fresh SEC Filing

BlackRock on Thursday applied for the iShares Bitcoin Trust, at least the 33rd attempt by issuers for a spot-Bitcoin product.

FULL ARTICLE

FASTCHAT VIDEO

The Outlook for Growth Stocks in 2023

Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.

WATCH NOW

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