Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 03, 2024

RIA NEWS

Focus Firm Kovitz Acquires $5.9B Pittsburgh RIA

The deal, expected to close in the fourth quarter of 2024, will bring Kovitz’s assets to nearly $30 billion.

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TECHNOLOGY

Former BlackRock Exec Ross Znavor Joins Vise

A year after cutting half its staff, Vise has added senior industry executives as advisors and is aggressively pursuing the RIA aggregator market to grow.

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FASTCHAT VIDEO
Reimagining Cash Flow Generation with Covered Calls
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
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HIGH NET WORTH

Private Business Owners Reveal Their Top Challenges

Election season, economic instability and inflation, artificial intelligence and succession planning top the list.

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EQUITIES

With Equity Markets Volatile Amidst Uncertainty, Opportunities Arise in Non-U.S. Markets

Investors should diversify internationally into a broader array of companies and consider high-quality business models with attractive dividend policies.

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