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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 03, 2024

ALTERNATIVE INVESTMENTS

Hedge Fund Launches Rose 70% in the First Quarter of 2024

Product launches during the first quarter of the year were dominated by large cap tech equities strategies.

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INDUSTRY

LPL Adds $200M Father/Daughter Team From Edward Jones

Dan and Olivia Countiss have launched their new practice, Countiss Wealth Management, and join from Edward Jones.

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SPONSORED CONTENT
Finding Value in Sustainable Dividend Payers

Sponsored by Parnassus Investments

How sustainable dividends can identify smart capital allocation.
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401K TV

401(k) Real Talk Episode 112: July 3, 2024

Open, honest and candid discussion about the Supreme Court's rulings on regulators, Fisher Investments spinning off its 401(k) business, record keeper turnover and more.

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ETFS

Ether ETF Hopefuls Gear Up for Approval as Soon as Mid-July

Firms including BlackRock Inc., Fidelity Investments, 21Shares, and Invesco have filings waiting to be approved.

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WHITE PAPER
Investor Toolkit to Private Markets

Sponsored by Blue Owl

Discover new opportunities for your clients' portfolios.
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