WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Rob Burgess | | A new board, independent of TIFIN, has been created. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Cetera announced its first non-hybrid RIA acquisition this week, while Hightower and Wealthspire both added a billion dollars in assets and Mercer, Kestra and tru Independence all announced deals. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Learn why 42% of firms currently offer direct indexing. LEARN MORE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The commission's warnings are the first following the date firms were expected to be in compliance with the rules. FULL ARTICLE |
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| THE WEALTHSTACK PODCAST | | | | Shannon Rosic | | The president and CEO of GeoWealth details why RIAs are desiring more flexibility and control with their technology solutions. LISTEN NOW |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Envestnet | | How advisors can show their value and win the ultra wealthy. DOWNLOAD NOW |
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| TECHNOLOGY | | | | | | Patrick Donachie | | Vianai’s latest excavation is hila, touting it as the “first AI-powered chat assistant” for financial professionals. FULL ARTICLE |
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