WealthManagment.com Daily Memo
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TECHNOLOGY | | | Diana Britton | After years as an "introducing b/d," Altruist Clearing goes live this week, the final step in becoming a full-service custodian—the only one, argues CEO Jason Wenk, built from the ground up and exclusively for RIAs. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | Falcon, with more than half a billion dollars in assets under management, has made its first acquisition as the firm considers taking on a capital partner. FULL ARTICLE |
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SPONSORED WEBINAR | | Sponsored by Affiliated Advisors | Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow. REGISTER NOW |
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ETFS | | Aniket Ullal, CFRA Research | These funds took in the most money over the past 30 days. FULL ARTICLE |
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REAL ESTATE | | Landan Dory | Many long-term owners are starting to recognize their upside in the near future is gone, yet their management headaches and expenses remain. FULL ARTICLE |
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