WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 19, 2023

RIA NEWS

PE Firm Carlyle Takes Minority Investment in CapTrust

Fielding Miller, Captrust’s CEO, will continue to lead the firm and will remain the largest individual shareholder.

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RIA NEWS

Mesirow Acquires $1.2B Front Barnett

Front Barnett represents “one of many” anticipated wealth management acquisitions as Mesirow kicks off its new growth strategy.

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WHITE PAPER

Now Available: The 2023 Firm Growth Study Report

Download this new report and discover what sets hyper-growth firms apart in the categories of technology, client engagement, and marketing.

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401KTV

RPA Conversations: Jonathan Young

Capital Group's Jonathan Young discusses the latest retirement plan trends.

FULL ARTICLE

INDUSTRY

Kevin Durant Launches Sports and Entertainment Advisory Firm

Boardroom Advisory will “work with athletes, executives, and brands to create opportunity through venture and private equity investing, sports ownership opportunities, business strategy and content creation.”

FULL ARTICLE

WHITE PAPER

Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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Podcasts

WMRE COMMON AREA PODCAST

Exploring Private Real Estate as an Alternative Investment With Jay Miller

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

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THE WEALTHSTACK PODCAST

Democratization, Digitization of Estate Planning with Andres Mazabel

Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone.

Paid for by Wells Fargo Advisors

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WEBINAR

Mastering Risk and Uncovering Opportunities in an Ever-Changing Landscape

Join us tomorrow to uncover risk management strategies that not only shield wealth managers from uncertainty but also unlock hidden opportunities in today's dynamic financial landscape.

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