Wealth Management Daily Memo

JUNE 12, 2020

INDUSTRY

Cash Deals Rising in RIA M&A

Erick Bergquist

RIA valuations remain strong as cheap money brings more cash into the acquisition structure, according to M&A leaders Rush Benton of Captrust and Karl Heckenberg of Emigrant Partners.

PHILANTHROPY

Why Now’s an Ideal Time to Talk With Clients About Charitable Giving

Ken Nopar

Twelve questions to consider and discuss.

SPONSORED CONTENT

Podcast: Why I Joined An Independent RIA Firm

Sponsored by Charles Schwab

How two successful advisors became stronger together.

EQUITIES

Barstool Sports’ Dave Portnoy Is Leading an Army of Day Traders

Sophie Alexander and Katherine Greifeld

With sports canceled, Barstool Sports' Dave Portnoy started betting on the stock market instead.

SPONSORED CONTENT

COVID-19: Challenges and Opportunities in Financial Services

Sponsored by NexJ Systems

Will your firm weather the COVID-19 storm?

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