Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 11, 2024

RIA NEWS

AlTi Tiedemann: Operating an RIA in the Public Markets

AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.

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TECHNOLOGY

Q&A: Smarsh's CEO on the Role of AI in Communications Compliance

Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of communications compliance technology.

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RESOURCE CENTER
8 Steps to Client Retention for Breakaway Advisors
Join the growing movement of independent advisors and break away from the wirehouse today.
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ESTATE PLANNING

Strife After Death: Who Gets to Decide Your Client’s Burial Rights?

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.

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ETFS

BlackRock Hits $11.5T With Push into Private Markets

BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023.

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WEBINAR
Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption
Join our webinar as expert speakers discuss the estate and gift tax exemption and what it will mean for your clients. They’ll also answer your pre-submitted questions.
Register Now >