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WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 16, 2024

INDUSTRY

Morgan Stanley Posts Record New Wealth Revenue in Q3

Wealth revenue is up 14% on the year, however, net interest income slightly decreased due to “lower average sweep deposits.”

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RIA NEWS

Pathstone to Merge With Hall Capital to Create $100B AUM Firm

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

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SPONSORED CONTENT
The BEAT: Views You Can Use

Sponsored by Eaton Vance

Make sense of the markets with our investment insights.
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RIA NEWS

Beacon Pointe Acquires $1B Minnesota RIA

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

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401K TV

401(k) Real Talk Episode 126: October 16, 2024

Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.

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WEBINAR
Social Media Marketing: What Advisors Are Doing Now

Sponsored by Commonwealth Financial Network

Hear experts uncover highlights from a recently conducted, in-depth survey that focuses on social media. Learn more about advisor marketing and whether those efforts are increasing organic growth.
Register Now >

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Podcasts
CELEBRITY ESTATES PODCAST

Focused on the Future: Unlocking the Future of Financial Advising with George Nichols

George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

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THE WEALTHSTACK PODCAST

Adjusted for Risk: Importance of Managing Investment Risk with Shaker Investments

Shaker Investments’ Brad Wheeler details how financial advisors can manage investment risk more effectively.

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