New year, new gossip. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.

·      Goldman Sachs backtracks on return-to-office

·      WisdomTree and Ritholtz partner to launch crypto index

·      Advisers find shelter from vaccine mandates at Christian RIA

·      Facet Wealth secures $100 million in Series C funding

·      Skience and Incedo bring RIAs “one-stop-shop" wealth management solution

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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