WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 7, 2024

RIA NEWS

Compound Planning Adds 15 Advisors in First Weeks of 2024

The self-described digital family office has dramatically overshot recruitment goals with a spate of Empower expats.

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ALTERNATIVE INVESTMENTS

Orion Adds Alts Access in Partnership with CAIS

The partnership will give Orion clients access to CAIS Solutions, enabling management of alternative investments.

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RIA NEWS

Bluespring Merges Two RIAs to Create $1.4B Florida Hub

The combined RIA will operate under the Security Financial Management name and serve clients from five Florida locations.

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13 Investment Must Reads This Week

Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities. These are among the investment must reads we found this week for wealth advisors.

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