WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 20, 2023

TECHNOLOGY

MSCI To Buy RIsk Analytics Provider Fabric

The global provider of investment research and indices will use Fabric to further delivery of its tools through advisors.  

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REGULATION AND COMPLIANCE

Advisor Faces 30 Years in Prison For Defrauding Retiree

Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing $1M+ from an elderly client.

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WHITE PAPER

Why Do I Keep Hearing About Private Equity?

Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before.

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INDUSTRY

Aon Agrees to Buy NFP for About $13.4B in Cash, Stock

Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

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ALTERNATIVE INVESTMENTS

The Top 10 Interval Fund Raisers of 2023

The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.

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Ten to Watch

The Ten to Watch in 2024: Olivia Eisinger

Olivia Eisinger is the general manager of advisory at Apex Fintech Solutions.

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The Ten to Watch in 2024: Iraklis Kourtidis

Iraklis Kourtidis is the CEO of Rowboat Advisors.

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