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WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 12, 2024

RIA NEWS

Aspirational Versus Strategic M&A

M&A is not for the faint of heart, said panelists at The MarketCounsel Summit.

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RIA NEWS

Hightower Takes Stake in $800M Denver RIA

Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.

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RESOURCE CENTER
11 Estate Planning Missteps (and How to Avoid Them)

Sponsored by Commonwealth Financial Network

Avoid estate planning missteps and ensure your clients' wishes are fulfilled.
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INDUSTRY

LPL Wins $540M Group from Osaic

The Northeast-based Prestige Wealth Group made the move to bolster its HNW services.

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PODCAST

The Healthy Advisor: Using Life Planning to Turn Inward With George Kinder

George Kinder opens up about his own personal journey that shaped his passion for life planning and mindfulness.

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WEBINAR
Elevating HNW Client Service: Strategies for Success in Wealth Management

Sponsored by BNY Pershing

Join our webinar on December 18th to discover how to optimize your practice for the unique needs of HNW clients and stay ahead in a competitive market
Register Now >
Ten to Watch
CELEBRITY ESTATES PODCAST

Ten to Watch in 2025: Aly Kassim-Lakha

Aly Kassim-Lakha is the founder and CEO of Aspen Standard Wealth.

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THE WEALTHSTACK PODCAST

Ten to Watch in 2025: Jacqueline Martinez

Jacqueline Martinez is managing partner at Alaris Acquisitions.

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401K TV

401(k) Real Chat: Jania Stout

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.

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