WealthManagement.com Daily Memo
|
|
| INDUSTRY | | | | | | Patrick Donachie | | The RIA said it was acquiring the two San Francisco-based teams. This follows last week’s announcements that multi-billion-dollar former First Republic teams had joined Merrill Lynch and Citizens Bank. FULL ARTICLE |
| |
| |
|
|
| RIA NEWS | | | | Ali Hibbs | | Private equity participation picked up after a 2023 dip, five deals involving over $20 billion in assets were announced and a couple of new names appeared on the list of top buyers. FULL ARTICLE |
| |
| |
|
| SPONSORED CONTENT | | | | Sponsored by Altus Group | | Will lower CRE values lead to declining property tax revenues as it implies? LEARN MORE |
| |
| |
|
|
| INDUSTRY | | | | Patrick Donachie | | Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support. FULL ARTICLE |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as newsletter@newslettercollector.com To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|
