WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 8, 2023

TECHNOLOGY

Pontera Raises $60M Led By ICONIQ Growth

This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022.

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RIA ROUNDUP

Captrust Buys $1.1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

FULL ARTICLE

WMTV ON LOCATION

Navigating Opportunities in Direct Lending: Insights from Therese Icuss, Head of Credit at Fidelity Direct Lending

Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.

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WHAT'S IN MY WEALTHSTACK

Leaving The Server Behind

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

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ALTERNATIVE INVESTMENTS

Options Trading Is Rigged Against Average Investors

Payment for order flow allows brokerages and big traders to team up against the little guy.

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WHITE PAPER

Digitizing the Client Experience

Harness “digital” to improve the 6-steps of the client.

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