WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BNY Mellon | Pershing | | The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success. DOWNLOAD NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Despite industry protests asking for more time, the DOL will hold its public hearing on the rule next month and close the comment period Jan. 2. FULL ARTICLE |
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| FOCUSED ON THE FUTURE PODCAST | | | | Suzanne Siracuse | Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.
Sponsored by Commonwealth
LISTEN NOW |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Hightower Advisors | | This WMIQ study of 300+ high net worth investors examines why they choose advisors, why they don’t choose advisors – and what you can do to attract more of them to your advisory practice. DOWNLOAD NOW |
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