Morning Memo
 
Wealth Management Morning Memo

AUGUST 2, 2023

RIA NEWS

RIA M&A Trends Down, But Far From Out

It may be the first year in nearly a decade that the RIA market doesn’t break records, but industry trackers expect it will remain heated as private equity, new players and synergistic opportunities abound.

FULL ARTICLE

TECHNOLOGY

Advisor Rating Service Indyfin Acquired By WiserAdvisor

The deal could be the first of several in the lead-gen, referral and marketing space that seeks to add reviews and ratings tech.

FULL ARTICLE

WHITE PAPER

Grow Your HNW Business with Lending Tech

Help HNW clients with liquidity and enhance your competitive edge.

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RIA NEWS

CI Financial Rebrands U.S. Wealth Business

All of CI Private Wealth's offices will now operate as Corient, the brand of one of its acquired firms. CI wants to integrate all of its acquisitions into one RIA.

FULL ARTICLE

EQUITIES

A US Soft Landing? Even the Fed Doesn’t Believe It

Unless 3.6% unemployment is the new normal, the central bank has more tightening to do.

FULL ARTICLE

WHITE PAPER

Overcome Your Firm’s Biggest Obstacles

Running your office doesn’t have to mean running in circles.

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