JUNE 11, 2024

RIA NEWS

Lido Completes First Deal Since Constellation Investment

Diana Britton

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

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ALTERNATIVE INVESTMENTS

Non-traded REITs Tinker with Liquidity Features to Address Redemption Requests

Elaine Misonzhnik

Industry analysts view KKR's and Starwood's recent moves to respond to redemption requests on their non-traded REITs as positive for shareholders.

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WMIQ RESEARCH REPORT

Increased M&A Interest Aligns with Steadily Climbing Firm Valuations

In partnership with Cambridge Investment Research

Opportunity awaits as financial advisors navigate and capitalize on stable economic environments.

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ESTATE PLANNING

U.S. Supreme Court Rules Insurance Proceeds Included in Estate

John S. Kiely

Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares

FULL ARTICLE

WHAT'S IN MY WEALTHSTACK

StraightLine Group: Customizing The Tech Stack For Clients In Retirement

Rob Burgess

Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.

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