WealthManagment.com Daily Memo
|
|
| | Ali Hibbs | The former United Capital business, bought by Goldman in 2019, will bring Creative Planning’s total assets to nearly $275 billion. FULL ARTICLE |
| |
| |
|
WHITE PAPER | | Sponsored by Ares | How floating rate direct loans have thrived in past periods of rising interest rates and market volatility. DOWNLOAD NOW |
| |
| |
|
RIA Channels | | Patrick Donachie | Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business. FULL ARTICLE |
| |
| |
|
|
ETFs | | Vildana Hajric (Bloomberg) | The Commission is expected to respond to filings from Bitwise, BlackRock, VanEck, WisdomTree and Invesco. FULL ARTICLE |
| |
| |
|
WMTV on Location | | Sponsored by United Planners Financial Services | Dale Buckner, CFP, is not your average advisor. WATCH NOW |
| |
| |
|
Podcasts | | David Bodamer | 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. FULL ARTICLE |
| |
| |
|
WEBINAR | | Sponsored by Broadridge | 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! REGISTER NOW |
| |
| |
|
|
| | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress 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 WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 © 2023, Informa USA, Inc., All Rights Reserved. | | |
|
| - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|