WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | WealthManagement.com Staff | | Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets. FULL ARTICLE |
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| RESOURCE CENTER | | | | https://informawre.lookbookhq.com/wm_commonwealthfinancial/wm_commonwealthfinancial_embrace_ma?lx=hVn0N5 | | Explore the dynamic landscape of wealth management mergers and acquisitions, uncovering growth opportunities and enhanced competitiveness in a volatile market. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week. FULL ARTICLE |
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| MUST READS | | | | WealthManagement.com Staff | | 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. READ MORE |
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| WEBINAR | | | | Sponsored by Cambridge Investment Research | | 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. REGISTER NOW |
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