WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 28, 2022

TECHNOLOGY

Crypto-Focused Eaglebrook Advisors Lands $20M in Funding

Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets.

FULL ARTICLE

REAL ESTATE

What the Past Year Has Brought for a Newly Launched Investment Management Firm

Nitin Chexal launched Palladius Capital Management in early 2021. Today, the firm has already deployed 85 percent of its first fund.  

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SPONSORED CONTENT

ESG & Socially Responsible Investing Expected to Grow Within 5 years

Environmental impact is driving client interest and firm screening for SRIs.

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MARKETING

Thirteen Ways Financial Advisors Can Build Quality Newsletter Subscribers

The goal is not the largest possible list, but the most engaged list.

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PEOPLE

Sergey Brin’s Family Office Names Marie Young as Investment Head

Brin, 48, has a net worth of $111.1 billion, according to the Bloomberg Billionaires Index, primarily thanks to his 6% stake in Alphabet Inc. worth about $97 billion.

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SPONSORED CONTENT

Future-Proof Your Business Against 3 Ballooning Trends

Learn how to solve your business complications while delivering the strategic value your business needs.

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Podcasts

RIA EDGE PODCAST

Arnerich Massena’s Reegan Rae on the Secrets of Successful Organic Growth

Reegan Rae shares her company’s growth philosophy, how they measure growth rates when considering market opportunities, and what the future holds for Arnerich Massena when it comes to M&As.

Sponsored by Schwab Advisor Services

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CELEBRITY ESTATES PODCAST

DMX and Planning for Blended Families

Rap superstar DMX left behind 15 children and a potential common law wife when he passed without a will in April 2021.

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SPONSORED WEBINAR

Satisfying Clients’ Demands for Sustainable & ESG Investing

Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.

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