Morning Memo
 
Wealth Management Morning Memo

JULY 18, 2024

ALTERNATIVE INVESTMENTS

170 Advisory Firms Have Joined iCapital Year-to-Date

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.  

FULL ARTICLE

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RIA NEWS

Advisor Jess Bost Joins Alex Chalekian’s Lake Avenue Financial

Jess Bost, former vice president of strategic partnerships at Alpha Architect, joins the $115M firm as lead financial planner.  

FULL ARTICLE

FASTCHAT VIDEO

Sports & Entertainment Program at Wells Fargo Advisors

Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.

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THE HEALTHY ADVISOR PODCAST

From Near-Death to New Purpose With Martine Lellis

When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.

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HIGH NET WORTH

You Can Never Have Too Much Money, Happiness Researcher Finds

A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.

FULL ARTICLE

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