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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 23, 2024

INDUSTRY

Mercer Sues Former Advisors’ Social Club

Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course.

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MARKETING

$2.6B Credent Raises Over $50M in Debt Capital

The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform.

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SPONSORED VIDEO
Why Diversity is the Key to Growth in Wealth Management

Sponsored by Cambridge Investment Research

Andrea Shafer, Cambridge reveals the power of diversity in wealth management.
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INDUSTRY

Avantax Adds $300M Team from LPL Financial

Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.

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ALTERNATIVE INVESTMENTS

Hedge Funds Reach a New Record in Q2, with $4.31T in Assets

Managers favored strategies that would protect them from economic and political volatility.

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