Morning Memo
 
Wealth Management Morning Memo

JULY 23, 2024

ETFS

Spot Ethereum ETFs Expected to See a Fraction of Inflows Compared to Bitcoin Funds

The cryptocurrency’s smaller market cap and the need to get the products approved by wealth platforms likely means any widespread adoption will take a year.

FULL ARTICLE

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TECHNOLOGY

Genstar Makes Majority Investment in Docupace

FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.  

FULL ARTICLE

WHITE PAPER

Take Your Practice to the Next Level

Advisors, Ready to Access Insights for Growing Your Practice?

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TECHNOLOGY

Wealthtech Startup Powder Raises $5M in Seed Funding

Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.  

FULL ARTICLE

RPA

The Top 10 RPA Stories of the First Half of 2024

The top stories affecting 401(k) and 403(b) plans were dominated by laws, lawsuits and advisor M&A.

FULL ARTICLE

WMIQ RESEARCH REPORT

Interest in M&A Swells Along With Firm Valuations

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

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