Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 20, 2024

INDUSTRY

$350M Ohio Firm Joins the Migration from Osaic to LPL

Strata Financial Group opted to move to LPL because of its “transparency and robust public presence,” according to one advisor.

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401K TV

401(k) Real Talk Episode 130: November 20, 2024

Open, honest and candid discussion about auto features, state mandates, RIA aggregators, alts in 401(k) plans and more.

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ETFS

Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era

The Atlas America Fund (USAF) will invest in climate-change resilient real estate investment trusts, inflation-protected U.S. Treasuries, municipal securities, corporate bonds and gold trusts, among others.

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