WealthManagment.com Daily Memo
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TECHNOLOGY | | | Davis Janowski | Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed. FULL ARTICLE |
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INDUSTRY | | Rob Burgess | Despite touting the fast growth of the product areas in June, the cuts could amount to a loss of over 200 jobs. FULL ARTICLE |
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WEBINAR | | Sponsored by Nasdaq | Join us on September 20th to uncover risk management strategies that not only shield wealth managers from uncertainty but also unlock hidden opportunities in today's dynamic financial landscape. REGISTER NOW |
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RIA NEWS | | Diana Britton | Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.” FULL ARTICLE |
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INDUSTRY | | Silla Brush | Firmwide new money “has been temporarily impacted by asset attrition from clients originating at Ameritrade,” according to Chief Financial Officer Peter Crawford. FULL ARTICLE |
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