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WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 15, 2024

TECHNOLOGY

Former InvestCloud CEO John Wise’s Firm Acquires Fincentric

Communify, which will merge with Fincentric to create a new company, is making the investment alongside private equity firm Stellex.

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INDUSTRY

LPL Picks Up $615M Osaic Team

The Atlanta-based team decided to explore their options when their broke/dealer, Lincoln Financial, was acquired by Osaic.

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INDUSTRY

$500M Rep Joins Dynasty-Backed Summit Trail Advisors From BMO

Paul Hoskin will work out of Newport Beach, Calif., and is joining 10 of his former Key Client Group co-workers, who switched to Summit Trail in June.

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ALTERNATIVE INVESTMENTS

Conway, Opto to Bring Vintage Private Markets Funds to RIAs at Lower Minimums

The two firms will be offering clients vintage private market funds.

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