WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Rob Burgess | | The acquisition will allow RIAs to offer their clients alternative asset classes including private equity, private credit, secondaries, real estate and more through the Onramp Invest dashboard. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second quarter. Some top hires and custodian moves were also announced. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader | | According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts. DOWNLOAD NOW |
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| THE WEALTHSTACK PODCAST | | | | Shannon Rosic | MyVest CEO Anton Honikman discusses how advisors need to evolve and elevate the way they do business.
Paid for by Wells Fargo Advisors
LISTEN NOW |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | The tally of seven-figure retirement accounts at Fidelity is climbing as stocks bounce back after falling in 2022. FULL ARTICLE |
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| MIDYEAR OUTLOOK | | | | Sponsored by Kingsly Capital | | Amidst recent digital asset price volatility, overlooking the potential for long-term blockchain and digital asset investments would be a missed opportunity. LEARN MORE |
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