Morning Memo
 
Wealth Management Morning Memo

APRIL 2, 2024

Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost.

Inattentive use of these products risks exposing clients to losses and missed returns.

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Industry

Hightower Names Gurinder Ahluwalia as President

Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.

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Launched: Texas Oil & Small Cap ETFs

Texas Capital's two new ETFs bring opportunity to invest in Texas.

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RIA News

AlTi Tiedemann Global Buys $6.5B East End Advisors

AlTi Global does 1st deal after taking on growth-minded investment partners Constellation Wealth Capital and Allianz.

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RIA News

$500M Multi-Gen Team Joins Stratos Wealth from RBC

Reno Tahoe Wealth Management made the move to support its long-term growth goals.

FULL ARTICLE

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