AUGUST 28, 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.

ESTATE PLANNING

The Dos and Don’ts of Tackling Client Mental Health Challenges

A quick checklist that may help when dealing with mentally ill clients or beneficiaries.

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.

MIDYEAR OUTLOOK

Five Emerging Real Estate Investing Opportunities in a New Economic Era

WMTV ON LOCATION

Empowering Advisors With True Independence

Sponsored by United Planners Financial Services

At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.

Watch Now >

BUSINESS PLANNING

Six Considerations for Ensuring the Right Business Exit

What can make or break a successful transition?

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

Advertisement

Advertisement