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✨ In this edition of WealthManagement.com’s Midyear Outlook, our Founding Partner Jason Lahita shares the key topics to watch in wealth management media in 2024, including organic growth, alternative investments, increased activity in the PE space and more. bluetoad.com/publication/?m…

🗓️ In observance of Labor Day, our offices will be closed on Monday, September 2nd. Our team wishes everyone a fantastic long weekend, and we look forward to returning to the office on Tuesday, September 3rd.

📰 How has journalism evolved over the last 25 years? In this episode of PRess Play, hosts Elena Krasnow and Jimmy Moock sit down with Paul Sullivan of The Company of Dads to glean insights from his 25-year career as a financial journalist. 🎧Tap in: open.spotify.com/episode/1iD6AV…

"The story of the markets over this period of time is also my story. I hate when people say “It’s just business, not personal.” How can it not be personal when we’re talking about people’s lives?" 📕 - Downtown Josh Brown downtownjoshbrown.com/p/dont-tell-bu…

Digital estate planning solutions can help advisors avoid Unauthorized Practice of Law (UPL) by providing guardrails, and helping frame conversations with clients. David Haughton shares: -Historical Concerns -Why Platforms Will Not Replace Attorneys  bit.ly/3yTLAMB

Financial professionals: Don't forget #BackToSchool season is a great time to review your clients' educational savings goals! Avantax Regional VP & Financial Planning Consultant Davin Carey shares why there's no time to save like the present in Financial Planning: bit.ly/4733RUc.

FutureProof friends...I'll be doing an episode of Standard Deviations live on the Ocean Stage Wednesday morning at 10:10. My guest will be Breanna Blaney from DFA who heads up their "Life, Invested" program and has some fascinating ideas on the human-first future of advice.

🎉NEWS🎉 TradePMR has achieved the highest score among custodial platforms on Ezra Group’s WealthTech Integration Score, underscoring the firm's dedication to providing industry-leading technology to RIAs. businesswire.com/news/home/2024… Craig Iskowitz

We're counting down the days until we return to Future Proof Festival! From September 15-18, we'll be soaking up the sun and catching up with colleagues, clients, and friends—both old and new—under the iconic palms of Huntington Beach. 🌴 Be sure to swing by booth #700 to say

Are you familiar with Barry Callebaut? $BARN.SW is the world's leading manufacturer of high-quality chocolate and cocoa products. Headquartered in Zurich, Switzerland, the company operates 66 production facilities worldwide and employs more than 13,000 people. The company serves

Today, our WFA team welcomes Brandon Wilson, a former Cincinnati Bengals Safety, and Rashad Johnson, a former KSLA News 12 sports reporter, to their team! Learn more about their announcement here: bwnews.pr/3zgd3rF

As part of our commitment to delivering great value to our customers and communities, we have promoted Daniel Carey to the role of Chief Financial Officer. We are confident that in his new role, he will continue to drive our financial strategy. cambridgesavings.com/newsroom/cambr…

3 Things You Don't Know About Josh "It’s unlike any other finance (fin-nance?) book I have ever read: Compulsively devourable, beautifully written, and quite revealing." buff.ly/3X7cPew by Barry Ritholtz

Hear from 150+ world class speakers and learn about the latest trends and strategies in wealth management at Future Proof Festival! Get to know a few of the speakers that will be joining us in Huntington Beach: Barry Ritholtz Joe Lonsdale Ainslie Simmonds Akash Shah Tom West

Congratulations to Orion WealthTech, FP Innovation Award winner for advances in portfolio and investment strategy. #wealthmanagement #AI #fintech bit.ly/3AVNxIT

#wealthies WealthManagement.com

Congratulations RFG Advisory, winner of the ADVISOR SUPPORT PLATFORMS category of the 2023 Wealth Management Industry Awards! #Wealthies

Congratulations Mustapha Baassiri of Orion Advisor Solutions, winner of the TECHNOLOGY PROVIDERS: Chief Technology Officer of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies