WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Webull Financial settled charges with the regulator, who argued the firm didn’t adequately screen customers for approval when they applied for options trading. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Portfolio Solutions | | Stay one step ahead of the robots with direct indexing. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | With $400 million in assets, Cornerstone is the 15th acquisition in PCIA history and builds on roughly 500% growth in just 5 years. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | A total of 25 new ETFs made their market debuts during the month of February 2023. FULL ARTICLE |
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| EXCLUSIVE RESEARCH | | | | In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners | | A data-driven analysis of M&A and valuation trends re-shaping the wealth management market. DOWNLOAD NOW |
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