Wealth Management Daily Memo

JANUARY 6, 2022

INDUSTRY

Private Equity Shop Parthenon Acquires RSM’s Wealth Business

Diana Britton

Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business, which will be re-named "Choreo."

ETFS

More than 50 New ETFs Launched in December

Aniket Ullal, CFRA Research

A total of 51 new ETFs came to the market last month. Here's a look at the new funds.

2022 MARKET OUTLOOK

Rates Going Up?

Sponsored by Security Benefit

Preserve principal and participate automatically if rates rise.

INDUSTRY

Eight Emerging Trends That Have the Power to Transform Wealth Management

Mindy Diamond and Louis Diamond

The constant push towards something better is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.

REAL ESTATE

Despite Record High Prices, There’s No End to Investors’ Appetite for Industrial Assets

Patricia Kirk

The outlook for the sector is so strong, investors continue to bet billions on industrial properties.

FASTCHAT VIDEO

Evolution of Managed Accounts

Sponsored by Securian Financial

Watch as Kent Peterson, Vice President, CFO & Actuary, Retirement Solutions at Securian Financial Group discusses the future of managed accounts with WealthManagement.com