Wealthmanagement Email Newsletter: The Estate Tech Revolution Is Picking Up Speed (May 31, 2024)


	MAY 31, 2024

ESTATE PLANNING


	The Estate Tech Revolution Is Picking Up Speed

David H. Lenok

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

FULL ARTICLE

INDUSTRY


	Goldman Sachs Plans to Court RIAs with Alternative Investments, Customization

Elaine Misonzhnik

“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.

RELATED: Goldman Racks Up $21B for Its Largest Private Credit Pool

FULL ARTICLE

WMIQ RESEARCH REPORT


	Exploring the Dynamics of Financial Service Partnerships

In partnership with United Planners

Better advisor relationships depend on strong service, technology support and a collaborative culture.

LEARN MORE

DIAMOND PODCAST FOR FINANCIAL ADVISORS


	How Apollon's Michael Dolberg Designed His $7.5B Firm

Louis Diamond

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.

LISTEN NOW

ALTERNATIVE INVESTMENTS


	Apollo Plans to Sell Assets It Originates to Retail Funds, ETFs

Allison McNeely

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

FULL ARTICLE

WEBINAR


	Charting Your Course: Strategies for Thriving in Today's Financial Market

Sponsored by Schwab Advisor Services

Discover how successful firms lead the pack by joining us on June 17, 2024, to explore growth strategies, including mergers, organic growth, and strategic partnerships with industry experts.

CONNECT WITH US

EVENTS

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May 31, 2024 10:03am
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The Estate Tech Revolution Is Picking Up Speed

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