WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 16, 2024

ALTERNATIVE INVESTMENTS

Apollo Launches 2 Secondaries Products for Private Wealth Channel

The products will include a tender offer fund open to U.S. accredited investors.

Read More >

      Advertisement

RIA NEWS
Journey Strategic Wealth Adds $825M in AUM in Double Deal
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.
Read More >
FASTCHAT VIDEO
Responding to Retiree Income Needs in Early Retirement
Explore new advance payout options available on SecurePay Protector benefit.
Watch Now >

      Advertisement

ALTERNATIVE INVESTMENTS

CAIS Launches New Division and Tools, Including Customizable Model Portfolios

The firm will now offer advisory services and customizable model portfolios for alternative investments.

Read More >

MUST READS

10 Must Reads For This Week (Oct. 15, 2024)

Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets data. These are among this week’s investment must reads for wealth advisors.

Read More >

SPONSORED VIDEO
Envestnet Workplace Fiduciary Solutions
How financial advisors can focus on managing retirement plan relationships without managing the complex responsibilities of plan assets.
Watch Now >
INDUSTRY

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Read More >

HIGH NET WORTH

Questions Business Owner Clients Should Be Asking NextGen

A recent BBH survey highlights the tough conversations needed before a transition.

Read More >

WHITE PAPER
Portfolio Construction: How to Put Private Markets to Work
Learn how alternative investments may potentially transform client portfolios and provide customization to help achieve their unique investment goals.
Download Now >