Ex-First Republic Advisors Are Fleeing J.P. Morgan

Cresset is adding two San Francisco-based teams totalling $5 billion in managed assets from J.P. Morgan Wealth Management. It’s the latest exit from the bank of?former First Republic advisors.

The?teams include three lead advisors and 12 supporting financial advisors and collectively managed assets for 160 client households.?

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UPCOMING WEBINAR: Building the Growth RIA of the Future

Find out from two leading women in financial services how and why RFG is delivering the tools, services and support required to help their network of successful advisors capture and grow their client base.

What you can expect to learn:

• How RFG has created a growth program delivering double digit organic growth for advisors.
• Why an integrated technology stack is paramount to your success, but you should not do it yourself.
• What building an independent advisory business without compromise looks like.

Monday, April 29, 2024 | 1:00 PM Eastern Daylight Time

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PODCAST ???

The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Gene Farrell, CEO of Vanilla, about the emerging trends in estate planning and why it’s becoming a critical part of wealth management.

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Wealth Management EDGE speaker announcement! ??

Hot Ones with Michael Kitces and Jason M. Pereira MBA CFA CFP (Can, US) RFP FP Canada Fellow: Can they take the heat? ??

We’re excited about this session at Wealth Management EDGE, where Michael and Jason will discuss progressively hotter topics, while eating progressively hotter wings, modelled after the interview show “Hot Ones”.

Join them as they drop knowledge, laughter and possibly tears in the cross-border clash of the Titans and discover who can take the heat!

Save your spot now >>

Experts and visionaries, as well as?leaders from?some of the country's largest RIA firms, are coming together?to deliver insights on?practice management, WealthTech solutions and?investment strategies.

Accelerate the growth of your firm by learning about the latest wealth management strategies from the brightest minds in the industry at RIA Edge (Part of Wealth Management EDGE) WealthStack (Part of Wealth Management EDGE) and Inside ETFs+ (Part of Wealth Management EDGE).

Are you ready for a more comprehensive?event experience??EDGE provides you with not only the opportunity to learn from our?speakers, but to engage?with them as well. With pre-arranged meetups, roundtables?and more, EDGE?speakers?will be available to connect with throughout the event.

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