WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 25, 2024

RIA NEWS

Joe Duran's New RIA Investment Firm Hires Opto Investments Co-Founder

Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.  

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RIA NEWS

DeVoe: Minority Deals on the Decline

Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.

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WMIQ EXCLUSIVE RESEARCH

The New World of RIA Firm M&A: A 2023 RIA Edge Study

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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ADJUSTED FOR RISK PODCAST

What Would Macro Strategist David Ader Do if He Was Fed Chairman?

Macro strategist David Ader shares his insights regarding the reality of deficits, the end of quantitative easing, the yield curve and more.

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ESTATE PLANNING

Revenue Procedure Provides New Options for Tax-Exempt Organization Registration

IRS will issue EO determination letters for switching IRC Section 501(c)(3) category.

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WEBINAR

What To Know About Spot Bitcoin ETFs

Join us on February 01 with Grayscale Investments to understand Spot Bitcoin ETFs and their role in the financial market

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