WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 6, 2023

RIA NEWS

Private Equity Firm Altas Takes a Stake in Mercer

The deal with Altas Partners is expected to raise over $1 billion in common equity and bring Mercer’s valuation north of $3 billion.

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ALTERNATIVE INVESTMENTS

Luma, SpiderRock to Provide Advisors Access to Replicated Structured Notes

The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.

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WMIQ EXCLUSIVE RESEARCH

Financial Advisors Turn Focus to Income Assets

Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.

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REAL ESTATE

What Asset Managers Bring to the Table for Commercial Real Estate Investors

Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.

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REGULATION AND COMPLIANCE

US Crypto Crackdown Reaches Fever Pitch as SEC Sues Coinbase

The SEC claims Coinbase, the largest US crypto platform, evaded regulations by letting users trade numerous crypto tokens that were actually unregistered securities.

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WHITE PAPER

Is It Time to Pivot?

Identifying inflection points in your business.

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Advisors and AI

TECHNOLOGY

The Minds Behind the Machines: Alan Gurung, SIFA

SIFA was built specifically to automate ongoing communications between advisors and their clients.

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