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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 07, 2024

INDUSTRY

Cresset Adds $1.6B Family Office, Boosts AUM Above $52B

The firm is acquiring the Michigan-based Connable Group, one of the country's oldest family offices.

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ALTERNATIVE INVESTMENTS

Despite a Court Tossing Out Private Fund Rules, Advisors May Still Follow its Guidance

The Fifth Circuit Court of Appeals struck down the SEC’s Private Fund Adviser Rules this week, but clients still need transparency.

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WHITE PAPER
Net Lease Sector Anticipates More Velocity Ahead for 2024

Sponsored by W.P. Carey

Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.
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TECHNOLOGY
PODCAST

Adjusted for Risk: Is Portfolio Diversification Overrated?

Lido Advisors Chief Market Strategist Walker Williams talks about all things risk.

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