Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 22, 2024

INDUSTRY

The Ultimate Entree For The Independent Channel

While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way.

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RIA NEWS

Alpha Capital Family Office Attracts $3B Duo from Citi Private Bank

Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.

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FASTCHAT VIDEO
Why Eaton Vance for Floating Rate Loans?
Ralph Hinckley shares why EV's 35 years of expertise and disciplined approach sets them apart.
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PODCAST

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

Why Simon Cowell is leaving none of his estimated $600 million estate to his son.

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HIGH NET WORTH

Mitigating The Emerging Risk Loophole

831(b) plans allow for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.

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