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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 11, 2024

TECHNOLOGY

Bain Capital to Acquire Envestnet

Valued at $4.5 billion, the technology behemoth to advisors will be taken private with minority stakes from key strategic partners.

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REGULATION AND COMPLIANCE

Rep Cites Supreme Court Ruling Against SEC in Suit Challenging FINRA Hearings

FINRA accused D. Allen Blankenship of unsuitable mutual fund trading. Still, the broker is looking to SEC v. Jarkesy and claiming the disciplinary proceedings violate his right to a jury trial.

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WMTV ON LOCATION
Slowing Economic Growth Amid Persistent Inflation

Sponsored by Federated Hermes

GDP growth is down, but inflation metrics are rising.
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RIA NEWS
$25.9B Wealthspire Launches Trust Company
Jonathan Connolly, previously a managing director and head of trust at Wealthspire, will serve as president of the new trust company.
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RIA NEWS

$4B Modern Wealth Acquires $260M Tennessee Firm

C&J Wealth represents Modern Wealth’s ninth acquisition in the last 14 months and provides a foothold in the South.

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WEBINAR
The Role of Fossil Fuel and Nuclear in the Clean Energy Transition

Sponsored by Range Fund Holdings

Join us on July 18, 2024, to explore the crucial role of nuclear energy in the clean energy transition and discover promising investment opportunities in the evolving energy landscape.
Register Now >
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