WealthManagement.com Daily Memo
|
|
| INDUSTRY | | | | | | Patrick Donachie | | 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. FULL ARTICLE |
| |
| |
|
|
| RPA | | | | Fred Barstein | | Lessons learned from the wealth management industry. FULL ARTICLE |
| |
| |
|
| WEBINAR | | | | Sponsored by Eaton Vance | | Join our webinar on February 20th, as experts from Morgan Stanley explore the thriving opportunities in floating-rate credit investments REGISTER NOW |
|
| |
|
|
| MUST READS | | | | WealthManagement.com Staff | | 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. FULL ARTICLE |
| |
| |
|
| RIA EDGE PODCAST | | | | David Armstrong | The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.
Sponsored by Schwab Advisor Services
LISTEN NOW |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|
