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$1.5B RIA Fidelis Capital Hires Former TIAA Wealth Planning Head

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Wealth Management Morning Memo

JUNE 24, 2024

RIA NEWS

$1.5B RIA Fidelis Capital Hires Former TIAA Wealth Planning Head

Diana Britton

Douglas Rothermich, who previously built out TIAA’s family office group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.  

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ETFS

$570B Mutual Fund Manager Moves into ETF Space

Elaine Misonzhnik

Allspring Global Investments plans to start offering actively managed ETFs.

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Wealth.com Launches Family Office Suite

David H. Lenok

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.  

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Bringing the Power of Planning to Philanthropy

Shannon Rosic

PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.

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