Morning Memo
 
Wealth Management Morning Memo

APRIL 3, 2024

TECHNOLOGY

55ip CEO Paul Gamble to Step Down in September

Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.

FULL ARTICLE

RIA NEWS

Kovitz Adds $3.5B Firm, Creative Planning Picks Up $1.8B in AUM

Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.  

FULL ARTICLE

RESOURCE CENTER

Transforming Family-Office Management

Discover the future of family office management, exploring the role of technology in modern family offices and the pain points that push clients towards solutions.

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ETFS

ETFs with the Best Three-Year Returns

Oil, gas and energy ETFs posted the best returns over the last three years.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

The 'Father of Fiduciary' on the Evolution of the Fiduciary Framework

Don Trone shares why he believes the fiduciary framework should no longer be the cornerstone of the financial services profession.

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SPONSORED CONTENT

No-Cost CE Credits and So Much More

Select sessions at the Morningstar Investment Conference earn you CE credits—and admission is free for advisors.

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HNW Spotlight

Legacy in Limbo: Family Businesses Without Heirs

Proactive succession planning can ensure a smooth transition and continued success.  

FULL ARTICLE

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