WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 4, 2023

RIA NEWS

Former Boston Private President Launches PUREfi Wealth

Paul Simons created his new RIA on the Dynasty Financial Partners platform.

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INDUSTRY

Reverence Seeks Buyer for $2.5B Stake in Osaic

Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.

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High Growth Playbook

Proven strategies for financial advisors to skyrocket their business.

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TECHNOLOGY

The Word on WealthTech for December 2023

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

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HIGH NET WORTH

How Financial Advisors Can Seize Opportunities in the $129T Wealth Transfer

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

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WHITE PAPER

The Advisor’s Guide to Philanthropic Giving for High-Net-Worth Clients

Help your clients give back with confidence.

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Investment Spotlight

REAL ESTATE

Wealth Management Real Estate’s Next Phase

We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.

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ALTERNATIVE INVESTMENTS

Finance Executives Launch Firm to 'Tokenize' Investments

Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.

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WHITE PAPER

Why Do I Keep Hearing About Private Equity?

Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before.

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