WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 9, 2022

PEOPLE

Dynasty Names Bob Shea New Chief Investment Strategist

The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led.

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TECHNOLOGY

WealthStack Roundup: Carefull Partners With Cetera; Catchlight Integrates With Wealthbox

Advisors at Cetera can access Carefull, Wealthbox CRM is integrated with Catchlight, Redtail upgrades Imaging and TIFIN rolls out AMP.

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WHITE PAPER

Digital Marketing Automation Driven by Your CRM

Leverage new CRM technologies to increase organic growth.

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RIA NEWS

RIA Edge Roundup: Fieldpoint Launches Private Banking Solution, New Deals from Waverly, Mariner, Kestra, Mercer

Fieldpoint Private exits the advisory business as Mercer acquires two firms this week and Mariner, Waverly and Kestra all add one.  

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WEALTHIES CIRCLE PODCAST

Compliance Priorities in an Evolving Digital Environment

The digital revolution has made compliance issues more numerous and complicated than ever. Leaders in the space discuss how they're helping advisors manage risk.

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RESOURCE CENTER

Financial Advisor Employer Satisfaction

Confidence in firm’s ability to support advisor goals.

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