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JPMorgan Tells 1,000 First Republic Employees They'll Lose Their Jobs
Wealth Management May 26, 2023 | 17:54 pmJPMorgan Chase offered full-time or transitional roles to almost 85% of the nearly 7,000 employees still working at First Republic when it collapsed.
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RIA Roundup: Concurrent Launches Hybrid Platform with More Than $440M in New Assets
Wealth Management May 26, 2023 | 17:35 pmLaunches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.
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The RIA Sans CTO Technology Conundrum
Wealth Management May 26, 2023 | 17:02 pmMilemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. “You should be advisors,” he said.
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Co-Founder and COO Ed Swenson to Depart Dynasty
Wealth Management May 26, 2023 | 16:16 pmSwenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.
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From Military Service to Financial Services: A Veteran's Journey of Serving Others
Wealth Management May 26, 2023 | 15:04 pmApplying the lessons of honor and dedication to empower clients.
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WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms
Wealth Management May 26, 2023 | 13:55 pmAlso, Zoe Financial selects BridgeFT WealthTech API and Daffy announces its open API for developers.
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The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group
Wealth Management May 26, 2023 | 13:11 pmThe Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.
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13 Must Reads for Real Estate Investors for the Weekend (May 26, 2023)
Wealth Management May 26, 2023 | 12:55 pmOffice REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend.
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