Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 26, 2024

RIA NEWS

Report: $17B Homrich Berg to Sell Minority Stake to TPG

The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.  

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INDUSTRY

Advisor Sentiment Index: Confidence in the Economy Falls

Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.

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2024 MIDYEAR OUTLOOK
Unlock the Hidden Growth Opportunities in Your Practice
Grow your financial practice and unlock hidden opportunities with proven methods.
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PEOPLE

Former Dakota Executive Carina Diamond Joins $1.7B RIA Gries

Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services.

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ETFS

Comparing ETF Returns Across Key Asset Classes

The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.

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RESOURCE CENTER
Engineering Enduring Wealth: A Growth and Protection Framework
Master architects needed to navigate today's volatile market and manage client assets.
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Podcasts
CELEBRITY ESTATES PODCAST

Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

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THE WEALTHSTACK PODCAST

The Diamond Podcast for Financial Advisors: The Evolution of Berman Capital Advisors

Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.

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