SEPTEMBER 12, 2024

RIA NEWS

Hightower Stakes $2.3B Florida RIA

The deal with Charles D. Hyman & Company represents Hightower’s second transaction this year.

ALTERNATIVE INVESTMENTS

BlackRock, Partners Group Launch Private Markets Model Portfolio for Wealth Market

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

2024 MIDYEAR OUTLOOK

Five Structural Themes Driving Real Estate Investment Demand

Sponsored by Clarion Partners

Clarion Partners highlights five structural themes—demographics, innovation, globalization, housing, and resilience—as key drivers for building durable, long-term real estate portfolios.

Learn More >

REGULATION & COMPLIANCE

SEC Fines eToro $1.5M For Acting as Unregistered Broker Over Crypto Trading

Additionally, the firm agreed that Bitcoin, Bitcoin Cash and Ether would be the only crypto assets U.S. customers could trade on its platform.

INDUSTRY

$3.6B Cetera OSJ Recruits Advisor to Lead New Family Office Division

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

2024 MIDYEAR OUTLOOK

The Top Five Benefits of Outsourcing Portfolio Management

Sponsored by Kestra Financial

Outsourcing portfolio management boosts efficiency, cuts costs, and lets advisors focus on what matters most: client satisfaction and business growth.

Learn More >

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