WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Philippe Camu | | Infrastructure should prove particularly attractive for investors seeking diversification, inflation protection and downside resilience with the potential to generate attractive absolute returns. FULL ARTICLE |
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| RESOURCE CENTER | | | | In partnership with Calvert | | Our RIA Edge 100 list looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base. LEARN MORE |
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| THE WEALTHSTACK PODCAST | | | | Shannon Rosic | | Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward. LISTEN NOW |
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| ETFS | | | | Peyton Forte and Sam Potter | | The Xtrackers MSCI USA Climate Action Equity ETF (USCA), which debuted Tuesday with $2 billion in assets, surpassed the $1.35 billion launch of the Goldman Sachs MarketBeta US 1000 Equity ETF (GUSA). FULL ARTICLE |
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| SPONSORED WEBINAR | | | | In partnership with Allianz Life Insurance Company of North America | | Join this webinar on Thurs. Apr. 13th for a first live look at key findings from our newest report, as well as key takeaways that can make an advisor’s retirement planning efforts more productive. REGISTER NOW |
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