WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | The capital will be used to pursue organic and acquisition-based growth globally. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Pettinelli Financial Partners is the latest of several firms leaving Osaic this month. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Parnassus Investments | | Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose. LEARN MORE |
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| PEOPLE | | | | Diana Britton | | The RIA has brought on Gün Keresteci, former global head of finance at McKinsey. FULL ARTICLE |
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| RPA | | | | Daniel Bryant | | “Life moves pretty fast. If you don’t stop and look around every once in a while, you could miss it.” FULL ARTICLE |
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