WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 12, 2024

How the Hightower Acquisition of NEPC Could Disrupt the Wealth and Retirement Industries

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

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RIA NEWS
Allworth Acquires $839M Pacific Northwest Firm

By Patrick Donachie

The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
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FASTCHAT VIDEO
Reimagining Cash Flow Generation with Covered Calls

Sponsored by Shelton Capital Management

Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
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COLLEGE PLANNING

10 Ways to Boosts Admission Chances

It’s easier to get into college than conventional wisdom would suggest.

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WEBINAR
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Sponsored by Foundation Source

Join this webinar as Foundation Source’s Chief Legal Officer shares the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.
Register Now >
RIA NEWS

LPL Attracts $410M Hollywood-Based Firm From Osaic

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

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INSURANCE

The No-Sunset Life Insurance Paradigm Shift May Now Be Underway

Agents need to get clients’ advisors involved. Here’s how.

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