WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 14, 2022

TECHNOLOGY

Gemini Buys Wealth Management-Focused BITRIA

Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying it's own wealth management-focused crypto platform, BITRIA.

FULL ARTICLE

Advertisement

INDUSTRY

Captrust Acquires $107B Institutional-Focused Firm

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations, Inc., a Warren, N.J.-based firm with more than $107 billion in AUA, its third significant deal in that market.

FULL ARTICLE

FASTCHAT VIDEO

Maximizing the Pooled Employer Plan Opportunity

Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity.

WATCH NOW

ETFS

BlackRock Assets Hit Record $10 Trillion, Powered by ETFs

Investors poured a net $104 billion into ETFs in the three months ended Dec. 31 -- a record for the company.

FULL ARTICLE

REAL ESTATE

Demand for Downtown Apartment Properties Has Fully Rebounded

Investors are rushing to buy downtown apartment properties in the biggest cities in the U.S.  

FULL ARTICLE