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Wealth Management Daily Memo

AUGUST 11, 2022

RIA NEWS

MAI Capital Management Acquires Pareto Wealth Management

Ali Hibbs

The Cleveland-based acquisition strengthens MAI’s foothold in Northeast Ohio as it continues efforts to add new capabilities.

FULL ARTICLE

RIA NEWS

Captrust Adds 8-Person Team in South Carolina

WealthManagement.com Staff

The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C. team acquired last year.

FULL ARTICLE

WHITE PAPER

Transitioning Your Practice the Way You Want

Sponsored by Commonwealth Financial Network

Explore succession planning options as an independent advisor.

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NEXT PODCAST

The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Mark Bruno

Mercer Advisors' Martine Lellis discusses how the role of financial advisor is evolving with client need.

Sponsored by BNY | Mellon

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ETFS

Leveraged and Inverse Single Stock ETFs: The Worst of Both Worlds?

Wes Crill and Bryan Ting

Single stock ETFs may be a case of the wrong thing done for the wrong reason, writes Dimensional's head of investment strategies.

FULL ARTICLE

RESOURCE CENTER

Understanding RegTech: Manage the Increasing Complexity of Compliance

Sponsored by SS&C Black Diamond Wealth Platform

Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance.

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