Morning Memo
 
Wealth Management Morning Memo

MARCH 7, 2024

ESTATE PLANNING

Estate of Hilton Heir Challenges $1.2B Tax Bill

Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled.

FULL ARTICLE

RIA NEWS

Former CAIS CMO Abby Salameh Joins RFG Advisory

Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the fast-growing hybrid RIA platform.  

FULL ARTICLE

WEBINAR

Will Your Clients Turn to You or AI and ChatGPT for Help?

Join us on March 14 to learn how advisors can outpace AI with personalized advice and emotional connections that truly matter.

REGISTER NOW

INDUSTRY

Osaic Picks Up $360M Midwest Team From Cetera

Cornerstone Advisors, a Baxter, Minn.-based team with about $360 million in client assets, joins from Cetera Investment Advisors.  

FULL ARTICLE

WEALTHSTACK ROUNDUP

SmartAsset Launches Marketing Platform

In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.

FULL ARTICLE

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