Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 02, 2024

RIA NEWS

WEG Acquires $2.39B Hybrid RIA

The deal with FinTrust Capital Advisors adds $2.39 billion in AUM and expands Wealth Enhancement Group’s presence in the Southeast.

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RIA NEWS

Hightower Firm Altium Tops $6B with New Advisor Duo

Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.

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FASTCHAT VIDEO
A Supportive Culture for Diverse Advisors
At Wells Fargo Advisors, we believe supporting diverse advisors starts with a culture of actively engaging with them throughout their journeys.
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ETFS

ETF Market Explodes with Over 100 Launches in September

Fixed-income strategies dominated, with over 60 new ETFs in that segment alone amid a torrent of new funds.

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401K TV

401(k) Real Talk Episode 124: October 2, 2024

Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs and more.

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WHITE PAPER
Take Your Practice to the Next Level
Advisors, Ready to Access Insights for Growing Your Practice?
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Podcasts
CELEBRITY ESTATES PODCAST

Wealth Management Invest: Trends in Advisor Portfolio Construction

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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THE WEALTHSTACK PODCAST

RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

The full suite of HNW services is important, but cracking the code on planning for the next generation of clients fuels much of the growth.

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COLLEGE PLANNING

The 22 Best Advisor-Sold 529 College Savings Plans

Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.

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