Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 19, 2024

RIA NEWS

Snowden Lane Team Leaves to Launch Florida RIA

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.

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RIA ROUNDUP

Painter, Smith & Amberg Joins Prospera with $650M

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

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SPONSORED CONTENT

How Have Elections Moved Markets?

The Guide to investing in an election year has the answers.

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WHAT'S IN MY WEALTHSTACK

Ensemble Capital: The Tinkering Never Ends

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

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ESTATE PLANNING

Gift and Estate Exemption Clock Ticking for 2 Million Families

HNW clients need to start thinking about moving their assets.

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SPONSORED CONTENT

Breaking Traditions: The Evolution to a 50% Private Markets Portfolio

Customizing portfolios for the future with a risk-based approach.

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