It’s almost back to school, but we’re not done with summer news. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:
· AssetMark Closes on the Acquisition of Voyant (globenewswire.com)
· Schwab Taking $200 Million Charge for SEC Robo-Adviser Probe | Wealth Management
· Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec | Wealth Management
· Carson Group Valued at $1B With New Bain Capital Investment | ThinkAdvisor
· Almost Famous: Investors Don’t Care About Advisor Media Appearances | RIAIntel
· Potomac, a leading TAMP and investment strategist postpones its 2021 Advisor conference.
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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