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WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 27, 2024

RIA CHANNELS

IEQ Capital to Acquire EPIQ to Create $32B RIA

Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.

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RIA CHANNELS

Advisors From Hightower, Merrill Lynch, Bison Wealth Launch Own RIAs

Minneapolis-based advisor Denver Gilliand has left Hightower to start his own RIA, among other new launches this week.

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Sponsored Content
Balancing High-Tech Solutions with High-Touch Advisory Services in Wealth Management

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As wealth management embraces digital innovation, balancing cutting-edge technology with the human touch is crucial for maintaining personalized client relationships.
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INVESTMENT

Eight Investment Must Reads for This Week

Options strategies are increasingly being packaged into SMAs, reports FundFire. The outcome of the U.S. elections has cast some uncertainty on the future of private infrastructure funds. These are among the investment must reads we found this week for wealth advisors.

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BUSINESS PLANNING

Six Considerations for Ensuring the Right Business Exit

What can make or break a successful transition?

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