WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Diana Britton | | 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. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | Sponsored by MarshBerry | | 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. LEARN MORE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Macro strategist David Ader shares his insights regarding the reality of deficits, the end of quantitative easing, the yield curve and more. LISTEN NOW |
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| ESTATE PLANNING | | | | David A. Handler and Alison E. Lothes | | IRS will issue EO determination letters for switching IRC Section 501(c)(3) category. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Grayscale | | Join us on February 01 with Grayscale Investments to understand Spot Bitcoin ETFs and their role in the financial market REGISTER NOW |
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