WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 26, 2024

Osaic’s Jamie Price on B/D Integrations, Advisor Attrition

In a WealthManagement.com interview, Price also said he didn’t expect PE backer Reverence Capital to sell a majority stake in Osaic “any time soon.”

Read More >

      Advertisement

RIA NEWS
Carson Wealth Acquires $400M Montana RIA
Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial.
Read More >
2024 MIDYEAR OUTLOOK
Mining for Success: Investing in Critical Minerals
As the world transitions to greener energy and advanced tech, critical minerals like lithium and cobalt are key to the future, offering significant investment potential amid supply chain challenges.
Learn More >

      Advertisement

ALTERNATIVE INVESTMENTS

Interest Rate Cuts Don't Spell Doom for Private Credit

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

Read More >

PODCAST

Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Read More >

WHITE PAPER
Revolutionize Client Onboarding with Automation
Amplify efficiency, enhance the client experience, and support compliance.
Learn More >