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JUNE 27, 2023

RIA NEWS

$4.7B Miracle Mile Advisors Names First CEO

Ali Hibbs

Established in 2007, a private equity capital investment by Corsair Capital recently kicked off a new phase of growth for the firm.

FULL ARTICLE

TECHNOLOGY

Wealth.com Debuts ‘Ester,’ An AI-Powered Estate Planning Legal Assistant For Advisors

Rob Burgess

The proprietary model can read and restate documents and hold both short and long-term memories of previous client actions.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Organizational Strategies to Power Future Growth

In partnership with BNY Mellon | Pershing

How firms approach the work of wealth management.

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RIA EDGE PODCAST

RIA M&A Mid-Year Update with Jessica Polito

Mark Bruno

A discussion of the drivers, motivators and market forces that have influenced M&A activity year-to-date with Turkey Hill Management's Jessica Polito.

Sponsored by Schwab Advisor Services

LISTEN NOW

ETFS

Bitcoin Nears One-Year High as Fidelity Reportedly Eyes Spot ETF

David Pan

Fidelity is expected to submit a filing to the SEC for a spot Bitcoin ETF, joining BlackRock, WisdomTree and others.

FULL ARTICLE

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