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Wealth Management Morning Memo

MARCH 5, 2024

HIGH NET WORTH

Federal Court Rules Corporate Transparency Act Unconstitutional

Adam Diederich, Evgeny Magidenko and Kevin Matz

But for now, the law remains in effect for everyone except the plaintiffs in this case.  

FULL ARTICLE

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RIA NEWS

Mercer Acquires $2.5B Seattle Firm

Patrick Donachie

Mercer CEO Dave Welling said the acquisition of MDK Private Wealth Management will boost the firm’s presence in the Pacific Northwest.

FULL ARTICLE

WHITE PAPER

How Advisory Firms View Growth: Perceptions vs. Reality

Sponsored by Integrated Partners and Nitrogen

Bridging the divide for strategic success in advisory firm growth.

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TECHNOLOGY

Mark Casady Joins Foundation Source Board

Diana Britton

Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.

FULL ARTICLE

INDUSTRY

$350M New Hampshire Team Joins Raymond James From Morgan Stanley

Patrick Donachie

The advisors will form the Northeast Legacy Group of Raymond James, based in Hanover, N.H.

FULL ARTICLE
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