The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.
The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. The inclusion of a stock in an ETF can improve its underlying pricing, according to research featured in UCLA Anderson Review. These are among the investment must reads we found this week for wealth advisors.
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