Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 2, 2024

PEOPLE

David Canter Joins CAIS as Strategic Advisor

Canter will support RIA outreach for the digital alternative investments platform.

FULL ARTICLE

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RIA NEWS

Mariner to Add $104B in Two Deals

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

FULL ARTICLE

THE DIAMOND PODCAST FOR FINANCIAL ADVISORS

How Innovations in Investments, Training, and Client Service Built a $9.4B Business

What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions around serving clients, training their team, building the business and managing investments.

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RETIREMENT PLANNING

Gen Z Is Splurging on Luxury Goods to Soothe Their Economic Despair

For younger generations, financial goals like buying a house and saving for retirement can feel out of reach.

FULL ARTICLE

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