Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 03, 2024

RIA NEWS

DPL Raises $23M in ‘Oversubscribed’ Funding Round

This brings DPL’s total funding to $69 million and marks the first investment from insurers.

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TECHNOLOGY

Ryan Beach Takes the Helm at Wealthtech Consultancy F2

Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy.

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Forging Ahead
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RIA NEWS

Miracle Mile Adds $194M Maryland Firm

Offit Advisors represents the fourth practice to join Miracle Mile in 2024, bringing its total assets under management to $7.4 billion.

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MUST READS

11 Investment Must Reads for This Week (Dec. 3, 2024)

The uncertain shape and scope of President-elect Donald Trump’s proposed tariffs represent the biggest wildcard to the stock outlook for 2025, according to Morningstar. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times. These are among the investment must reads we found this week for wealth advisors.

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