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Wealth Management Morning Memo

JANUARY 24, 2024

PEOPLE

Anthony Stich Leaves Entrustody

Rob Burgess

Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian.

FULL ARTICLE

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RIA NEWS

$3.3B True North Advisors Lands Two Growth Capital Partners

Ali Hibbs

WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.

FULL ARTICLE

2024 MARKET OUTLOOK

Macro Hedge Funds: Zigging When the Markets Zag

Sponsored by Hines

Navigate the financial landscape with confidence as "higher for longer" interest rates create diverse investment opportunities, positioning macro hedge funds to outperform in a world of elevated volatility and correlated traditional asset classes.

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INDUSTRY

Cetera Takes Minority Stake in $2.8B OSJ

Diana Britton

Cetera has done more than 12 such transactions in the past year.

FULL ARTICLE

PEOPLE

Aaron Klein Joins Fynancial as Strategic Advisor

Diana Britton

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'

FULL ARTICLE

401K TV

401(k) Real Talk Episode 90: January 24, 2024

Fred Barstein

Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.

WATCH NOW
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