AUGUST 28, 2024

RIA NEWS

$19.3B Sequoia Acquires Wealth Business of Eide Bailly

Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia.

REGULATORY

JPMorgan Wants Restraining Order for Advisor Who Left for Wells Fargo

Wells Fargo is also named in a separate lawsuit filed this week. In it, a former client services associate alleges she was subject to continued mistreatment from a superior without action from the bank.

MIDYEAR OUTLOOK

Unleash the Power of Year Round Tax Loss Harvesting

Sponsored by Adhesion Wealth Advisor Solutions

Year-round tax loss harvesting offers financial advisors a strategic way to enhance tax efficiency and potentially boost after-tax returns, setting them apart in wealth management.

Learn More >

PODCAST

401(k) Real Talk Episode 120: August 28, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

Advertisement