WealthManagment.com Daily Memo
|
|
INDUSTRY | | | Patrick Donachie | According to the second quarter earnings, revenue in the wealth management and BofA Private Bank businesses grew by 7% to $5.4 billion in the second quarter compared to a year ago. FULL ARTICLE |
| |
| |
|
|
RIA NEWS | | Ali Hibbs | Mesa Point Wealth in Midland, Texas, becomes seventh firm to join Sanctuary's RIA platform this year. FULL ARTICLE |
| |
| |
|
RESOURCE CENTER | | Sponsored by Franklin Templeton | 84% of US employees say they resonate more with financial independence than the traditional concept of retirement. LEARN MORE |
| |
| |
|
|
RIA NEWS | | Ali Hibbs | The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year. FULL ARTICLE |
| |
| |
|
ETFS | | Isabelle Lee | Franklin Templeton aims to quadruple its ETF business in the next three years. FULL ARTICLE |
| |
| |
|
SPONSORED WEBINAR | | Sponsored by iShares by BlackRock | This Wealth Management EDGE Visionaries webcast on July 26th will offer an assessment of the current market and economic environment, while also providing a deep dive on innovations in WealthTech and investment management. REGISTER NOW |
| |
| |
|
|
| |
You are subscribed to this newsletter as newsletter@newslettercollector.com Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 © 2022, Informa USA, Inc., All Rights Reserved . Privacy Policy | |
| |
|
|