WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MARCH 1, 2022

TECHNOLOGY

Onramp CEO Tyrone Ross Jr. Departs Firm

Crypto education and access provider Onramp Invest will be led by co-founder Eric Ervin.

FULL ARTICLE

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RIA EDGE PODCAST

Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Martine Lellis shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Sponsored by Schwab Advisor Services

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FASTCHAT VIDEO

The Value of a Boutique Recordkeeper

Watch as Steve Chappell, National Sales Vice President - Retirement Plans at Securian Financial discusses the value of a boutique recordkeeper.

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REAL ESTATE

Private Real Estate Firms Continue to Streamline Online Investment Processes

Shopoff Realty Investments is the latest private real estate firm to move into online by forging a new partnership with Alternative Investment Exchange.

FULL ARTICLE

MUTUAL FUNDS

These 10 Mutual Funds Have the Most Exposure to Russia

The GQG Partners Emerging Markets Equity Fund had 16.6% of assets, or about $1.5 billion in U.S. dollars, exposed to Russian securities at the end of September.

FULL ARTICLE

SPONSORED CONTENT

What’s Holding You Back?

The process of breaking away isn’t as complex as you may fear, and can be one of the most rewarding decisions you’ve ever made—for yourself and your clients.

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