WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 29, 2024

PEOPLE

Former Thrivent Wealth Exec Joins RIA 49 Financial

Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.

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INDUSTRY

Bernstein Private Wealth Expands UHNW Services

The initiative will be spearheaded by four specialized senior executives, a dedicated service team and a focus on family governance research.

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SPONSORED CONTENT

Q4 2023 US CRE Valuation Performance Trends

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PEOPLE

Focus Financial Adds Two Partner Firm Execs to Senior Leadership

Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.  

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WEALTH MANAGEMENT INVEST PODCAST

How Private Markets Are Becoming More Accessible

Hamilton Lane's Steve Brennan discusses the benefits of private markets and the evolution of the space.

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