WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 24, 2024

RIA NEWS

Carson Group Adds CFO, Controller

Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.

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RIA NEWS

Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

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SPONSORED CONTENT

Q1 2024 - US CRE Transaction Analysis

Early rate-cut hopes fade, but CRE interest remains high.

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401KTV

401(k) Real Talk Episode 103: April 24, 2024

Open, honest and candid discussion about record keeper assets rising, the importance of convergence, artificial intelligence and more.

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HIGH NET WORTH

Mastering Succession: Insights from Berkshire Hathaway's Playbook

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

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