WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

NOVEMBER 17, 2023

RIA NEWS

Ketoret Capital Leaves Sanctuary for Focus Financial Partner, Telemus Capital

Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.

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WEALTHSTACK ROUNDUP

Farther Reaches $1.6B In AUM

Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.

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RIA Edge 100 Roundup: Mastering Talent Strategy for RIA Success

Discover effective tactics for acquiring and retaining advisory talent in a competitive RIA industry.

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ALTERNATIVE INVESTMENTS

Pender Capital Management Joins the Ranks of Asset Managers Opting for the Interval Fund Wrapper

The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.

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THE WEALTHSTACK PODCAST

The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin

visiWealth founder Dr. Ross Riskin discusses the how engaging visuals takes the complexity out of financial planning.

Paid for by Wells Fargo Advisors

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Get to Know Wells Fargo Advisors Financial Network

Learn more ways to run your business independently.

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