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WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 17, 2024

RIA NEWS

Private Equity Dominates RIA Deal Activity in Q3

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

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PEOPLE

Former Private Advisor Group CMO to Lead StepStone Private Wealth Marketing

Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.

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SPONSORED CONTENT
Investing in Climate Change

Sponsored by Parnassus Investments

Parnassus supports companies involved in addressing climate risks.
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EQUITIES

Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

The figure represents growth of 67% from year-end 2022.

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CAREERS

Beyond the Forgivable Loan: The Evolution of Transition Deal Structures

There are additional deal structures beyond the traditional note, but the ramifications vary considerably from one approach to the other.

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WEBINAR
Is it Time to Redefine "Going Independent"?

Sponsored by Fidelity Investments

Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.
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