Wealth Management Daily Memo

FEBRUARY 1, 2022

INDUSTRY

RIAs Predict the Failure of Private Equity Ownership

Diana Britton

“It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,” said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.

PEOPLE

Confessions of a Barred Broker

John Kador

‘I was naive. I wish I had been more educated on the peril I was facing.’

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ALTERNATIVE INVESTMENTS

Attracting HNW Clients with Direct Investments

Simon Zais and Grant Clampitt

In an industry dominated by service, sometimes a powerful product can still be king.

HIGH NET WORTH

Robert Durst’s Estate Sued by Siblings of Slain Wife, Kathleen

Chris Dolmetsch

The suit seeks unspecified damages for “wrongful, felonious and tortious conduct.”

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Environmental impact is driving client interest and firm screening for SRIs.

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