WealthManagement Edge

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue. 

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development.

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners.

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.