WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 28, 2023

Creative Planning to Buy Goldman Sachs’ Personal Financial Management Unit

The former United Capital business, bought by Goldman in 2019, will bring Creative Planning’s total assets to nearly $275 billion.

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WHITE PAPER

As Rates Rise, Consider Fixed Income that Floats

How floating rate direct loans have thrived in past periods of rising interest rates and market volatility.

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RIA Channels

$2.6 Billion Team Joins Raymond James From Securian

Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.

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ETFs

Bitcoin ETF Deadlines Loom Again for SEC Ahead of Labor Day

The Commission is expected to respond to filings from Bitwise, BlackRock, VanEck, WisdomTree and Invesco.

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WMTV on Location

Why Financial Planning is a Full-Contact Sport

Dale Buckner, CFP, is not your average advisor.

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Podcasts

WMRE Common Area: Diversifying Portfolios with Commodity ETFs with John Love

John Love, president and CEO of USCF, talks about the role of commodities as part of investor allocations to alternatives and outlines the firm's ETF strategy.

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WEBINAR

Empowering Wealth Management: Mastering Tech Modernization at Scale

Join our webinar on Monday, September 11th, for insights into wealth management's digital transformation. Discover how to elevate revenue, engage clients, and navigate the evolving landscape. Explore tech tools, personalized strategies, and real case insights. Don't miss out!

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