WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 19, 2022

RIA NEWS

Redwood's RIA Launches New Initiative with Minority Investment from Merchant

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

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RIA NEWS

Equitable Buys Bank Subsidiary Penn Investment Advisors

The $600 million acquisition advances Equitable’s wealth management growth strategy.  

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RESOURCE CENTER

Understanding RegTech: Manage the Increasing Complexity of Compliance

Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance.

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TECHNOLOGY

TIFIN Expands Partnership With Thematic Fund Issuer ETFMG

Under the new partnership, ETFMG will distribute a series of thematic ETFs, including its cannabis fund, through TIFIN’s Magnifi, a natural-language-powered investment marketplace.

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ETFS

Decades After Coining ‘ETF,’ Morgan Stanley Is Finally Launching Its Own

Morgan Stanley joins likes of Capital Group and Neuberger Berman taking the plunge into ETFs in recent months.

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WMIQ RESEARCH

How COVID-19 Impacted Investment Outsourcing Strategy

About half of all respondents to the new Race to Scalability 2022 Study who outsource report increasing their overall use of third-party providers over the past three years.  

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