WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 26, 2024

RIA NEWS

Perigon Wealth Adds Executives From LPL, Cresset
Jonathan Robbins will join the $8.2 billion firm as general counsel and chief compliance officer, while Michael Mignosi will become the firm’s new director of organic growth.
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PEOPLE

Former Wells Fargo Advisor Recruiting Head Joins PNC Investments

Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.

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WHITE PAPER
National Cash Balance Research Report
Discover the power of cash balance over traditional DB plans.
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ALTERNATIVE INVESTMENTS

Stanger Raises 2024 Retail Alternative Fundraising Forecast to $120B

The popularity of BDC products was among the main reasons for the change in estimate from $115 billion in July.

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PODCAST

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

Brookfield’s David Levi details how different types of investors use alternative investments.

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WHITE PAPER
Forging Ahead
Blazing a new trail for the next generation of investors & advisors.
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