Morning Memo
 
Wealth Management Morning Memo

APRIL 13, 2024

Ron Carson Steps Down as Carson Group CEO

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

FULL ARTICLE

Advertisement

Regulatory

Fiduciary Rule Nears Final Step as White House Office Wraps Review

The Office of Management and Budget is concluding its final meetings with the rule’s opponents, while House Democrats signaled their support in a letter this week.

FULL ARTICLE

WHITE PAPER

Holistic Financial Planning Unveiled

Learn how to compete for the entire client relationship.

LEARN MORE

News

Carson Group Names Dani Fava As Chief Strategy Officer

Also, former LPL exec Heather Randolph Carter will serve as CMO. The news comes just days after CEO and Founder Ron Carson stepped down.

FULL ARTICLE

WHITE PAPER

PPC LOAN 2024 M&A Lending Report

Insights into the uses of traditional debt within advisor M&A.

DOWNLOAD NOW

Business Planning

The Profit vs. Growth Balancing Act

Professionals leading RIAs often see themselves primarily as advisors rather than business owners.

FULL ARTICLE

RIA News

Q&A: AlTi Global CEO on Going Public in a Challenging Market

Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.

FULL ARTICLE

Investment

Opportunity Zone Extension Likely on Hold Until 2025

The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

FULL ARTICLE

ETFs

Three Months In, Spot Bitcoin ETFs Are a Home Run

Bitcoin use case adoption will determine its long-term trajectory.

FULL ARTICLE

Investment

REIT Fundamentals Remain Positive, But Signs of Softening Emerge

Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.

FULL ARTICLE

RIA News

Arax Acquires $9B Hybrid Broker/Dealer in Houston

With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.

FULL ARTICLE

CONNECT WITH US

EVENTS

Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY

LinkedIn Twitter Facebook
YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as newsletter@newslettercollector.com

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2024, Informa USA, Inc., All Rights Reserved.

 

 

Manage Subscriptions | Archive | Advertise | Privacy Policy
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -