WealthManagement Edge

At the very least, fees are going down.

Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.

As much as $3.7 trillion in client assets will be up for grabs in the RIA space over the next five years—and private equity firms want in.

Since mid-May, the $2.4 billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes.

The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

But most are still stuck in silos and old business models.