WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

OCTOBER 4, 2022

TECHNOLOGY

Merrill Launches New Prospect-Advisor Matching Tool

The new tool replaces a geography-based system with one based on extensive research and client feedback.

FULL ARTICLE

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ETFS

Kestra Launches Model Portfolios

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.

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RIA NEWS

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

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ALTERNATIVE INVESTMENTS

Eaglebrook Adds ARK Actively Managed Crypto Strategies to SMA Platform

Cathie Wood says the collaboration provides advisors access to ARK’s crypto strategies with the benefits of direct ownership, low minimums, and portfolio reporting integration.

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To provide wealth management firms with the reliable, insightful and useful insights needed to attract and retain high-net-worth clients, Schmidt Market Research created WealthMark™.

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