WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | The combined firm will operate as Binah Capital Group and trade on the Nasdaq under the symbol BCG. Larry Roth will serve as executive chairman. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The advocacy group for advisors argued the rule is overly broad. In contrast, the outgoing director of the SEC's Investment Management Division said the degree of risk in AI’s proliferation is “obvious.” FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Advent | | Do you have the right tools in place to achieve tax alpha? LEARN MORE |
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| RIA NEWS | | | | Diana Britton | | Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Expressive Wealth, a new RIA with $200 million in assets, is led by three female partners and has a licensed clinical psychologist on staff. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | BlackRock previously completed a minority investment in SpiderRock in 2021. The move expands the asset manager's SMA capabilities. FULL ARTICLE |
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