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Wealth Management Morning Memo

DECEMBER 19, 2023

RIA NEWS

Wealth Enhancement Group Adds $236M Cape Cod Firm

Ali Hibbs

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

FULL ARTICLE

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RIA NEWS

Weinheimer Wealth Management Joins Exencial Wealth Advisors

Ali Hibbs

Exencial picked up a $500 million Austin firm in its third-ever acquisition.  

FULL ARTICLE

WHITE PAPER

High Growth Playbook

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ADJUSTED FOR RISK PODCAST

Ric Edelman Helps Prepare Us for the Release of Bitcoin Spot ETFs

Ryan Nauman

One of the most influential figures in the financial services industry, Ric Edelman discusses the upcoming release of Bitcoin spot ETFs.

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ALTERNATIVE INVESTMENTS

Hedge Fund Titan Boaz Weinstein Gears Up For a $240B Crusade

Yiqin Shen and Vildana Hajric

“We’re pushing back against grotesque behavior from some in the asset-management industry,” Boaz Weinstein says.

FULL ARTICLE

WHITE PAPER

How World-Leading Family Offices Are Thinking and Acting

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Ten to Watch

The Ten to Watch in 2024: Julie Cane

Patrick Donachie

Julie Cane is managing partner and CEO at Democracy Investments.

FULL ARTICLE

The Ten to Watch in 2024: Devon Drew

Diana Britton

Devon Drew is the CEO at AssetLink.

FULL ARTICLE

WEBINAR

Retirement Income Strategies: Minimizing the Effects of Sequence of Returns

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Join our tomorrow's webinar for insights on retirement income strategies and managing sequence of returns risk.

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