WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 11, 2024

Carson Group Names Dani Fava As Chief Strategy Officer

Also, former LPL exec Heather Randolph Carter will serve as CMO. The news comes just days after CEO and Founder Ron Carson stepped down.

FULL ARTICLE

WMIQ RESEARCH REPORT

RIA Firm Expansion Plans: A 2024 RIA Edge Study

Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.

LEARN MORE

ETFs

Three Months In, Spot Bitcoin ETFs Are a Home Run

Bitcoin use case adoption will determine its long-term trajectory.

FULL ARTICLE

Advertisement

RIA News

Arax Acquires $9B Hybrid Broker/Dealer in Houston

With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.

FULL ARTICLE

WEBINAR

Building the Growth RIA of the Future

Join us on April 29, 2024, to learn how innovative growth programs and technology solutions are setting advisors up for unprecedented success in the evolving wealth management industry.

REGISTER NOW

RIA News

Diversify Wealth Management Adds $645M Delaware Firm

Key Advisors Wealth Management is the fourth firm to join Diversify Advisor Network’s new W-2 model.

FULL ARTICLE

Advertisement

Podcasts

The Diamond Podcast for Financial Advisors: Leaving a 4-Decade Legacy Behind

Why this $1.5B Merrill Family business opted for independence.

FULL ARTICLE