Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 17, 2024

RIA NEWS

$4B Ritholtz Hires Callie Cox as First Chief Market Strategist

Cox, a former investment analyst at eToro, will be Ritholtz Wealth Management’s first market expert fully dedicated to its advisors.

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RIA NEWS

Fisher Sells Stake of Up to $3 Billion to Advent, Abu Dhabi Fund

The transaction, in which the acquirers will invest at least $2.5 billion, values closely held Fisher at $12.75 billion.

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WMIQ RESEARCH REPORT
Exploring the Dynamics of Financial Service Partnerships
Better advisor relationships depend on strong service, technology support and a collaborative culture.
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Podcast

Wealth Management Invest: Investing in Private Markets With a Fiduciary-First Approach

Opto Investments' Jake Miller provides insights on the current state and future trends within private investments.

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RIA EDGE

Strategies for Boosting Growth and Talent in Hybrid RIAs

As the financial services sector braces for yet another transformative period, the hybrid RIA firm of the future needs to adapt its recruiting efforts to attract top-tier talent.

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