Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 24, 2024

RIA NEWS

Lovell Minnick Takes Majority Stake in Dynasty Firm Americana Partners

Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.

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RIA NEWS

Modern Wealth Acquires $1.4B RIA in Idaho

Petso Financial Consultants represents Modern Wealth’s first office West of Kansas City, bringing its total AUM to over $6 billion.

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The BEAT: Top Ideas on Today's Markets
Keep the investment info you need close at hand.
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INDUSTRY

Raymond James Nabs $1.3B Texas Advisor From Merrill Lynch

Fort Worth, Texas-based Melinda Johnston represents the second $1 billion-plus advisor to leave the wirehouse for Raymond James this week.

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INDUSTRY

LPL Snags $800M Cincinnati Team From Osaic

Dougherty, Tedesco & Associates joined Osaic via the firm’s acquisition of Lincoln Financial’s wealth business, which closed in May.

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RESOURCE CENTER
Engineering Enduring Wealth: A Growth and Protection Framework
Master architects needed to navigate today's volatile market and manage client assets.
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TECHNOLOGY

The AI Use-Case for Advisors

Artificial intelligence can help streamline routine tasks and free up time for more client-focused activities, enhancing efficiency without sacrificing quality.

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