WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | 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 | | | | Davis Janowski | | Klein recently also joined wealthtech startup Fynancial as a strategic advisor. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by Amplify | | Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024. WATCH NOW |
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| RIA NEWS | | | | Ali Hibbs | | 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 |
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| 401KTV | | | | Fred Barstein | | 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. WATCH NOW |
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