WealthManagement.com Daily Memo
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| PEOPLE | | | | | | Rob Burgess | | Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA. FULL ARTICLE |
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| 2024 MARKET OUTLOOK | | | | Sponsored by Hines | | Navigate the financial landscape with confidence as "higher for longer" interest rates create diverse investment opportunities, positioning macro hedge funds to outperform in a world of elevated volatility and correlated traditional asset classes. LEARN MORE |
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| INDUSTRY | | | | Diana Britton | | Cetera has done more than 12 such transactions in the past year. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.' FULL ARTICLE |
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| | | Fred Barstein | | Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more. WATCH NOW |
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