WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | In one case, an unnamed broker stole over $100,000 from an elderly customer’s account. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | The deal values the combined entity, Binah Capital Group, at $208 million. It starts trading under the ticker BCG. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by PPC LOAN | | Insights into the uses of traditional debt within advisor M&A. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA. FULL ARTICLE |
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| MUST READS | | | | WealthManagement.com Staff | | Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
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