Morning Memo
 
Wealth Management Morning Memo

MARCH 15, 2024

RIA NEWS

Q&A: Bob Oros Reflects on 5 Years of Growth at Hightower

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

FULL ARTICLE

ETFS

Cetera OKs 4 Bitcoin ETFs for Its Advisors

The broker/dealer network now has a formal policy on the use of the ETFs, and advisors can begin training March 25.  

FULL ARTICLE

FASTCHAT VIDEO

Navigating the Sustainable Investing Landscape in 2024

Dive into the critical role of sustainable investments in the evolving financial landscapes.

WATCH NOW

PHILANTHROPY

Two Reasons Why It's a Critical Time to Discuss Charitable Planning

And the four client types that stand to benefit most.

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

What Advisors Should Focus on to Maximize the Value of Their Practice

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

LISTEN NOW

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