WealthManagment.com Daily Memo
|
|
| PEOPLE | | | | | | Diana Britton | | Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team. The firm is also halting recruiting new advisors to its RIA. FULL ARTICLE |
| |
| |
|
|
| RIA NEWS | | | | Ali Hibbs | | Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018. FULL ARTICLE |
| |
| |
|
| WHITE PAPER | | | | Sponsored by Nitrogen | | The industry's first annual report focused on firm growth. LEARN MORE |
| |
| |
|
| RIA NEWS | | | | Ali Hibbs | | The Texas-based firm doubles Captrust’s tax division while strengthening ultra-high-net-worth and family office services. FULL ARTICLE |
| |
| |
|
| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
| |
| |
|
| FOCUSED ON THE FUTURE PODCAST | | | | Sponsored by Commonwealth | | Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry. LISTEN NOW |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
