What's in My Wealthstack: Keeping The Tech Simple
Ron Chandler, president of Summit Investment Management, assesses the technology his $75-million-AUM firm uses.
Source: wealthmanagement.com
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Mindy Diamond on Independence: An Look at Goldman Sachs' Custodian
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians.
Source: wealthmanagement.com
Future Proof Roundup: AI Takes the Main Stage
Orion Advisor Solutions, Intention.ly and Morningstar announced new AI-powered tools at the Future Proof conference.
Source: wealthmanagement.com
Bank of Clarke Chief Marketing Officer Marianne Schmidt has been invited to join Chief network
/PRNewswire/ -- Marianne Schmidt, Executive Vice President and Chief Marketing Officer at Bank of Clarke, a northern Virginia-based community bank, has been...
Source: prnewswire.com
RIA Roundup: Manhattan West Exceeds $1B with Private Wealth Recruits
Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners this week, while F.L.Putnam expanded in Maine.
Source: wealthmanagement.com