WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 25, 2024

TECHNOLOGY

Private Equity Firm GTCR Buys AssetMark

Rumors swirled for months that the TAMP and technology provider was up for sale.

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RIA NEWS

Wealth Enhancement Group Scores $500M Hybrid From Raymond James

Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.

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RESOURCE CENTER

The Family Office Playbook for Evaluating New Technology

Explore practical tips for identifying the most important technology needs of family offices and evaluating solutions.

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RIA NEWS

Cetera Names Head of Corporate Development From Avantax

Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.

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MARKETING

The Role of Emotions in Financial Marketing

Should wealth management storytelling tap into the feelings of the audiences it's targeting?  

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RESOURCE CENTER

5 Steps to Providing Flexible Estate Planning Strategies

Learn how you can approach estate planning with clients that is both proactive and flexible.

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Podcasts

RIA EDGE PODCAST

Brandon Kawal on 'Life After the Gold Rush' in the 2024 Deal Room Report

Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.

Sponsored by Schwab Advisor Services

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FOCUSED ON THE FUTURE PODCAST

Brian Seymour on the Power of Coaching

Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”


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WEBINAR

Why So Many Wealth Managers Are Considering M&A

Join our webinar on May 3rd, as experts discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024.

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