Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 06, 2025

RIA NEWS

Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy

Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael Nathanson said the firm would lead Focus’ “consolidation and expansion efforts in Canada.”

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PEOPLE

$18B Homrich Berg Brings in Leader of Family Office Services

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

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RIA NEWS

Dynasty Adds Raymond James Veteran to Lead Transitions

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty.

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PODCAST

Adjusted for Risk: Including Preferred Stocks in Your Equity Income Investment Strategy

Advisors Asset Management’s Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

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