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Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs

Wealth Management

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

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Top 10 Trends Shaping Wealth Management in 2024

Wealth Management

Many of the trends identified by Datos Insights could help wealth management firms navigate challenges throughout 2024.

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Tech Insights: Navigating the Future of Wealth Management

Wealth Management

Insights from industry leaders on the dynamic technology landscape of wealth management.

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The Modern Wealth Management Leader

Wealth Management

While the future of wealth management looks promising, wealth managers need to not only develop their digital capabilities, but also empower their bench of talent to capitalize on the opportunities ahead culturally and technologically, ensuring they do not get left behind.

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The Wealth Management Digest

Zoe Financial

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. We have three headlines this week. The first one is Bill Crager stepping down as CEO at Envestnet.

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The Wealth Management Digest

Zoe Financial

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 19, 2023 Watch Time: 2 minutes Transcript : Welcome to this week’s Wealth Management Digest. And that reminds me, this will be the last wealth management digest for this year. We will see you next year.

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Welcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth Management

Wealth Management

The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.