Morning Memo
 
Wealth Management Morning Memo

APRIL 10, 2024

Q&A: AlTi Global CEO on Going Public in a Challenging Market

Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.

FULL ARTICLE

WHITE PAPER

Achieving Tax Alpha: Having the Right Tools

Do you have the right tools in place to achieve tax alpha?

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Industry

Ron Carson Steps Down as Carson Group CEO

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

FULL ARTICLE

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Technology

Surge Ventures Makes Its First Acquisition

The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.

FULL ARTICLE

WMIQ RESEARCH REPORT

Client Cash: Mapping an Underexplored Opportunity

Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.

DOWNLOAD THE REPORT

Investment

10 Investment Must Reads This Week

The IMF raised red flags about the growing private credit market. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

Podcasts

RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.

FULL ARTICLE

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