WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Rob Burgess | | In the past few weeks, dozens of former First Republic advisors have fled, landing at Morgan Stanley, UBS, JPMorgan and Rockefeller. FULL ARTICLE |
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| TECHNOLOGY | | | | Diana Britton | | The series D round brings the custodian’s total funding to more than $290 million; investors include PE firm Adams Street and RIA leaders Ron Carson and Mary Bicknell. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BNY Mellon | Pershing | | The latest Wealth Management IQ research reveals how advisory firms are staffing up, what they’re doing to increase retention, and how they’re creating successful compensation plans. VIEW THE INSIGHTS |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| MUTUAL FUNDS | | | | Ryan Nauman | | Despite common perception that active beats passive during times of volatility, only 25% of large value, blend and growth mutual funds outperformed their category index during the first quarter of 2023. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | How Wells Fargo Advisors can help your practice grow. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Harbor Capital | | Join us on April 26th to learn more about scientific fixed income and how secular trends are providing improved conditions or this style of investing specifically within credit. REGISTER NOW |
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