WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

FEBRUARY 21, 2024

INDUSTRY

Another Advisor Moves to LPL Financial from Osaic

Cubby Bice called the situation at Osaic broker/dealer SagePoint Financial “untenable,” leading to his decision to join LPL.

FULL ARTICLE

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TECHNOLOGY

Aaron Klein Joins Tech Consultancy Ezra Group as 'Executive in Residence'

Klein recently also joined wealthtech startup Fynancial as a strategic advisor.  

FULL ARTICLE

WMTV ON LOCATION

The Future is All About Process Improvement

Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024.

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RIA NEWS

San Diego Trio Creates Family Trust-Backed RIA

Currently with another small RIA in San Diego County, federal filings indicate the team intends to offer asset-based, fixed-fee and hourly services.

FULL ARTICLE

401KTV

401(k) Real Talk Episode 94: February 21, 2024

Open, honest and candid discussion on DC year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries and the awakening of plan sponsors.

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