WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 7, 2023

RIA NEWS

Summit Financial Buys Stake in The Savvy Investor’s East Coast RIA

Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.

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TECHNOLOGY

Hamilton Lane, TIFIN AI for Private Markets Partnership Raises $6M

The collaboration to build a private markets digital assistant gets funding from venture capital firm FINTOP Capital.

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WMTV ON LOCATION

Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

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REGULATION AND COMPLIANCE

Final SEC Rules on AI, ESG Scheduled for April

A final rule meant to “standardize” climate-related disclosures for issuers could also come in the spring, according to the White House Office of Management and Budget.

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WEALTH MANAGEMENT EDGE PODCAST

Unleashing the Power of Generative AI with Cory McCruden

Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.

Sponsored by iShares

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WHITE PAPER

How to Deliver an Indispensable Client Experience Through Independence

Build strong relationships through exceptional service.

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