What’s new in the industry? Grab your favorite winter drink and join us as we rank what’s underrated and overrated in wealth management.
· Bill Crager commandeers State Street’s old RIA custody unit
· Sam Bankman-Fried steps down as FTX CEO
· Charles Schwab & Co. undercuts OneSource
· SEC crackdown on ‘set-and-forget' advice alarms RIAs
· 33 Google execs join two Google CEOs and 140 VC investors to launch ‘kickass’ robo
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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