WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 28, 2024

RIA NEWS

Kestra Scores $600M NYC Firm

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.

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RIA NEWS

Wealth Enhancement Group Nears $80B Mark

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

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SPONSORED CONTENT

Launched: Texas Oil & Small Cap ETFs

Texas Capital's two new ETFs bring opportunity to invest in Texas.

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RIA NEWS

Former State Street, JPMorgan Execs Open Shop on Mariner Platform

Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience."

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RIA EDGE PODCAST

Brent Brodeski on the Strategy Behind Savant's Rapid Growth

Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.

Sponsored by Schwab Advisor Services

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High Net Worth Spotlight

Planning for Family Foundation Transitions

As families grow and evolve, so too do the needs and goals of family foundations.  

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