WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | The addition of Gil Addeo is key to expanding Axos' services to independent broker/dealers and RIAs, the company says. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Advent | | Do you have the right tools in place to achieve tax alpha? LEARN MORE |
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| INDUSTRY | | | | Patrick Donachie | | Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal. FULL ARTICLE |
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| | | Fred Barstein | | Open, honest and candid discussion about the DOL rule, Pontera's new retirement plan leadership, the resurgence of senior workers and more. WATCH NOW |
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