WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 2, 2024

HIGH NET WORTH

The Wealthiest People to Watch in 2024

Elon Musk led the world’s richest to a $1.5 trillion wealth gain in 2023.

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RIA NEWS

Mariner Acquires $360M California Firm

Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.

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SPONSORED CONTENT

Innovation in Investment: The 50% Private Markets Revolution

From asset classes to risk factors, Ares shares a new era in portfolio construction.

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TECHNOLOGY

The Word on WealthTech for January 2024

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

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ETFS

Jane Street Emerges as Broker of Choice for Bitcoin-ETF Issuers

Fidelity, WisdomTree, BlackRock and JPMorgan Securities have all named Jane Street Capital as their "authorized participant" for a possible spot Bitcoin ETF.

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