WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Diana Britton | | The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Capital Management Group of New York represents Hightower’s first "strategic investment" of 2024. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year. FULL ARTICLE |
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| | | WealthManagement.com Staff | | Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
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