WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 27, 2024

INDUSTRY

Advisor Sentiment Index: Confidence in the Economy Falls

Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.

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RIA NEWS

$18B Homrich Berg to Sell Minority Stake to TPG

The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.  

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WMIQ RESEARCH REPORT
The 2024 WealthStack Study
Technology and the growth of wealth management firms.
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ESTATE PLANNING
PODCAST

The Diamond Podcast for Financial Advisors: The Evolution of Berman Capital Advisors

Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.

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FASTCHAT VIDEO
Building Recruiting Momentum at Wells Fargo Advisors
By joining Wells Fargo you can get enhanced recruitment, localized resources, and full balance sheet access.
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