WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MARCH 24, 2023

RIA NEWS

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

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THE WEALTHSTACK PODCAST

Solving Integration Challenges Is Now a Reality

Milemarker CEO Kyle Van Pelt, CEO discusses how advisors can avoid technological mistakes and create a seamless experience.

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Introduction to Farmland Investing

Amidst today’s heightened market uncertainty, where can investors turn? This paper highlights the unique characteristics of farmland, a historically stable, uncorrelated real asset.

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WEALTH MANAGEMENT EDGE

SMA to ETF Conversion: The Long-Term Benefit to Clients and RIAs

Aisha Hunt and Ryan Charles, principals at KH&C, discuss what advisors need to consider when thinking about converting separately management accounts into ETFs and how this will impact their clients.

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INDUSTRY

Citi Sues Morgan Stanley Wealth Defector Over $636M Book

Citi sued Steven I. Taub in New York state court, alleging he was contacting former clients in violation of a 12-month non-solicitation agreement

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Helping Clients Access the Private Markets

Until recently, HNW investors have had limited access to private market investments. Now, they have options for accessing the private markets at lower minimums and more flexible features.

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