WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | With the deal, EP grows its assets by nearly $1.2 billion in Central California. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | The acquisition expands iCapital’s data management and reporting capabilities. FULL ARTICLE |
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| | | WealthManagement.com Staff | | Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors. READ NOW |
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