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WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 17, 2024

RIA NEWS

EP Wealth Grows Southeast Hub with $1.1B Atlanta Firm

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker.

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PEOPLE

Portland-Based Vista Capital Partners Names New CEO

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor.

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SPONSORED CONTENT
What’s Your Unique Value Proposition?
Learn how one top financial professional found his.
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PODCAST

Adjusted for Risk: Time to Rethink 401(k)s and IRAs?

IRA expert Ed Slott talks retirement planning.

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MUST READS

11 Investment Must Reads for This Week (Sept. 17, 2024)

J.P. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch. These are among the investment must reads we found this week for wealth advisors.

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WHITE PAPER
Adapting to Technological Change: A CTO’s Perspective
Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
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