WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Diana Britton | | The deal with Altas Partners is expected to raise over $1 billion in common equity and bring Mercer’s valuation north of $3 billion. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Nasdaq | | Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions. LEARN MORE |
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| REAL ESTATE | | | | Kent Elliott | | Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Austin Weinstein, Muyao Shen and Lydia Beyoud | | The SEC claims Coinbase, the largest US crypto platform, evaded regulations by letting users trade numerous crypto tokens that were actually unregistered securities. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Identifying inflection points in your business. LEARN MORE |
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| TECHNOLOGY | | | | | | Davis Janowski | | SIFA was built specifically to automate ongoing communications between advisors and their clients. FULL ARTICLE |
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