WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 11, 2023

RIA NEWS

Joe Duran to Launch Rise Growth Partners in Early 2024

Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.

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RIA NEWS

Avantax to be Acquired by Cetera for $1.2B

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera

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WMIQ EXCLUSIVE RESEARCH

See Results Of Our Latest Retirement Income And Risk Planning Research

The latest WealthManagement IQ research reveals ways in which advisors can address the retirement income and planning needs of clients as another unsettled year unfolds. Allianz Life Insurance Company of North America is not affiliated with Wealth Management IQ or WealthManagement.com.

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TECHNOLOGY

Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot

The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.

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FIXED INCOME

Wealth Manager Fidelis Hires Bank of America Exec to Oversee Bond Investing

Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies

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RESOURCE CENTER

Get to Know Wells Fargo Advisors Financial Network

Learn more ways to run your business independently.

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