Morning Memo
 
Wealth Management Morning Memo

JULY 25, 2024

RIA NEWS

Elevation Point Adds Two UBS Execs as Founding Partners

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow. 

FULL ARTICLE

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RIA NEWS

Savvy Adds Six New Advisors, Pushing AUM Over $700M

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.  

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HIGH NET WORTH

IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy

The agency continues to ramp up its enforcement efforts.

FULL ARTICLE

WEALTH MANAGEMENT INVEST PODCAST

Accessing Active ETFs, Live From the Morningstar Conference

Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.

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