WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | New new assets gathered in the wealth management division were down 60% sequentially, but CEO James Gorman said these numbers tend to bounce around. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | A year after announcing it would leave Raymond James and restructure from an OSJ to a hybrid, multi-custodial RIA, Concurrent says it recruited more than $1 billion in assets and added Schwab as a custodian. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Alternatives by Franklin Templeton | | Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow. DOWNLOAD NOW |
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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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| ALTERNATIVE INVESTMENTS | | | | Jay Miller | | When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve. FULL ARTICLE |
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