WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 10, 2022

ADVISOR CHANNELS

Integrated Partners Introduces W-2 Employee Model

The RIA hopes both to free up senior advisors to work on more complex tasks and offer opportunities for talent new to the industry.

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RIA NEWS

Creative Planning Acquires $114M AUM Rosen Capital Management

Creative Planning extends Georgia presence with fourth acquisition of 2022.

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RESOURCE CENTER

How to Manage Intergenerational Wealth Transfer

Explore critical strategies investment advisors can undertake to increase the likelihood of retaining assets when clients leave their wealth to heirs.

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REGULATION AND COMPLIANCE

Advisor Convicted in Ponzi Scheme to Pay $33M Fine

Patrick Churchville previously pleaded guilty and was sentenced to seven years in prison for his role in the scheme that resulted in more than $27 million in losses to private funds his firm controlled, according to the SEC.  

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ETFS

ETFs Launches Slowed in May

Overall, 24 new ETFs came to the market in the past month, a slight slowdown in volume compared to previous months.

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SPONSORED WEBINAR

Building a Modern Day Back Office - Scaling Without Headcount

In the webinar on Thurs. June 23rd, you'll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount.

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