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MAY 1, 2024

RIA NEWS

Sanctuary Wealth Acquires Tru Independence

Diana Britton

Tru will operate as a separate entity from Sanctuary, maintaining its brand and leadership team.

FULL ARTICLE

INDUSTRY

LPL Signs First Succession Deal With External Practice

Diana Britton

The IBD has deployed about $400 million in capital across 27 deals since launching the liquidity and succession program.

FULL ARTICLE

WHITE PAPER

Net Lease Sector Anticipates More Velocity Ahead for 2024

Sponsored by W.P. Carey

Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.

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HIGH NET WORTH

IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently

Anna Sulkin Stern

The agency hopes to renew interest in alternate dispute resolution options.

FULL ARTICLE

401KTV

401(k) Real Talk Episode 104: May 1, 2024

Fred Barstein

Open, honest and candid discussion about the DOL fiduciary rule, RIA M&A, the Callan study, 401GO funding and more.

WATCH NOW

WHITE PAPER

PPC LOAN 2024 M&A Lending Report

Sponsored by PPC LOAN

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

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