DECEMBER 02, 2024

RIA NEWS

Constellation Stakes $60B AUM RIA Cresset

Constellation has invested $150 million, representing less than 10% of Cresset’s business.

RIA NEWS

$7B RIA Procyon Hires Advisor Recruiter From Baird

Rich Franchella joins Procyon to lead business development and recruit advisor teams across the RIA’s business verticals.

RESOURCE CENTER

The Ultimate Retirement Inventory Checklist

Sponsored by Commonwealth Financial Network

Uncover hidden assets and overlooked strategies to maximize your clients' retirement potential with this comprehensive checklist.

Learn More >

ALTERNATIVE INVESTMENTS

How to Introduce Crypto to Clients

A former skeptic explains the benefits and risks.

REGULATION & COMPLIANCE

Trump Team Eyes Atkins, Ex-SEC Commissioner, to Succeed Gensler

President-elect Donald Trump is expected to make a pick in the coming days, and no decisions have been made.

WEBINAR

AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

Sponsored by BNY Pershing and Box

Join our webinar on December 3rd to unpack findings from the recent CTO Think Tank held at RIA Edge West, where CTOs of billion-dollar+ RIAs discussed technology as a powerful differentiator and shared best practices for addressing today’s complex tech landscape.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as newsletter@newslettercollector.com

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

Advertisement