Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 20, 2024

RIA NEWS

Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley

The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.

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INDUSTRY

Raymond James Adds $360M Team from Morgan Stanley

Advisors Gary Perl and Katie Janda collectively manage more than $360 million in client assets and join Raymond James’ employee channel.

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RIA EDGE PODCAST
Organic Growth Fuels Industry Rebound in 2023
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges.

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MUST READS

10 Investment Must Reads for This Week

With the election season heating up, Morningstar looked at how the potential outcomes could affect investors. Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors.

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WHITE PAPER
Generative AI's Role in Advisor Business Growth
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