WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

NOVEMBER 2, 2023

RIA NEWS

Dynasty Partner Firm Lifts Two Advisors Out of Rockefeller

Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

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RIA NEWS

$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

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FASTCHAT VIDEO

How M&A is Impacting the Evolution of Wealth Management

In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.

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WEALTH MANAGEMENT EDGE PODCAST

Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

Career shifts and mentorships keep Jamie Hopkins facing forward.

Sponsored by iShares

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CLIENT RELATIONS

Tips for House Hunters Frustrated With Frozen Real Estate Market

Experts say unconventional routes to homeownership exist for those that have the right setup and an openness to creativity.

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