WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 14, 2023

RIA NEWS

Focus Shareholders OK Sale to Clayton, Dubilier and Rice

Focus Financial shareholders voted overwhelmingly to approve a take-private sale to private equity firm CD&R but were less enthusiastic about executive compensation.

FULL ARTICLE

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RIA ROUNDUP

Hightower Adds CPA Firm in Latest Deal

Beyond Hightower's expansion, no less than five other deals were announced this week along with a handful of RIA executive moves.

FULL ARTICLE

EDGE TV

Removing Data’s Frustration and Friction

Dissatisfaction with technology is a major reason advisors look to leave firms, and Peter Hess knows why.

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REAL ESTATE

Why Some Investment Managers Find It’s the 'Perfect Time to Pivot Toward Listed REITs'

Executives from Armada ETF Advisors discuss the challenges and opportunities ahead for a new real estate ETF.

FULL ARTICLE

CLIENT RELATIONS

Take the Time to Adopt Your Client’s Perspective

Advisors must think like their clients and to do so, they need to know what they are experiencing.

FULL ARTICLE

EDGE TV

Why Riskalyze Is Now Nitrogen

What drove Aaron Kline, who helped create and design the Riskalyze brand, to rebrand the firm as Nitrogen?

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Podcasts

WEALTH MANAGEMENT EDGE PODCAST

The 2023 Midyear Bond Market Outlook With S&P’s Nicholas Godec

Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income?

Sponsored by iShares

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FOCUSED ON THE FUTURE PODCAST

Peggy Haslach on How Financial Advisors Can Best Serve the LGBTQ+ Community

The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members.

Sponsored by Commonwealth

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SPONSORED WEBINAR

Navigating the Crossroads: Exploring the Intersection of Emerging Markets and Commodities in Today’s Financial Landscape

Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts.

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