See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.
Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.