WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 30, 2024

RIA NEWS

Focus Financial Names Michael Nathanson CEO

Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser.

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RIA NEWS

SEIA Announces Largest Deal Since Reverence Investment

The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets.

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RESOURCE CENTER

How to Embrace M&A and Leverage Inorganic Growth

Explore the dynamic landscape of wealth management mergers and acquisitions, uncovering growth opportunities and enhanced competitiveness in a volatile market.

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RIA NEWS

Fiducient Advisors President Mark Wetzel to Retire

Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.

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MUST READS

11 Investment Must Reads This Week

After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we found this week for wealth advisors.

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WEBINAR

Why So Many Wealth Managers Are Considering M&A

Join our webinar on May 3rd, as experts discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024.

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