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WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 24, 2024

RIA NEWS
Steward Partners Scoops Up $320M Merrill Team in Florida
After nearly 40 years with Merrill, advisor Alicia Fuller and her team join under Steward's W2 employee model and will use Raymond James for custody.
ALTERNATIVE INVESTMENTS

iCapital Starts Using Blockchain for a Private Fund

The firm anticipates expanding the technology to more funds on its platform later this year.

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SPONSORED CONTENT
CRE Industry Sees Recessionary Concerns Fade

Sponsored by Altus Group

But level of uncertainty still surrounds future economic conditions.
Learn More >
PODCAST

The WealthStack Podcast: The Importance of a Growth Partner With Andree Mohr

Integrated Partners President Andree Mohr details the benefits of having the right partner.

Read More >

HIGH NET WORTH

Is Your Client's Family Office Prepared for the Worst?

A new report finds families underestimate risks and potential threats.

Read More >

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.
Download Now >
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