It’s been a while since we called the industry out on it’s bullsh*t. Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· Envestnet acquires retirement plan marketplace, 401kplans.com
· Goldman Sachs confirms RIA custody service is back-burnered
· Tifin Group CEO slashes jobs and pay 30 days after $109-million “D” raise
· Blackrock and Coinbase join forces to dominate advised crypto investing
· Vestmark sells Adhesion after quickly (nearly) tripling it’s AUM
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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