News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
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Highlights

JPMorgan Tells 1,000 First Republic Employees They'll Lose Their Jobs

May 26, 2023

JPMorgan Chase offered full-time or transitional roles to almost 85% of the nearly 7,000 employees still working at First Republic when...

RIA Roundup: Concurrent Launches Hybrid Platform with More Than $440M in New Assets

May 26, 2023

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key...

The RIA Sans CTO Technology Conundrum

May 26, 2023

Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run...

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Co-Founder and COO Ed Swenson to Depart Dynasty

May 26, 2023

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms

May 26, 2023

Also, Zoe Financial selects BridgeFT WealthTech API and Daffy announces its open API for developers.

Honeytree Founder Argues Anti-ESG Sentiment Will Boost Investor Interest

May 26, 2023

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a “hot mess” but she would still encourage clients to dig deeper into the strategy.

RIA Edge: Shirl Penney Predicts the Future

May 25, 2023

Client-driven independence, surprising partnerships and evolving tech will define the 'greatest time to be a financial advisor,' according to the founder of Dynasty Financial Partners.

Ex-Morgan Stanley Advisor Gets Seven Years for Fleecing Clients in Ponzi Scheme

May 25, 2023

Shawn Edward Good took in $7.2 million from at least 13 victims, according to federal prosecutors.

Advisor Innovations Podcast: Tim Maurer on Why Personal Finance is More Personal Than Finance

May 25, 2023

Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically...

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News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.