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$1.2B Fee-Only Firm Joins Boston-Based CW Advisors

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 19, 2024

RIA NEWS

$1.2B Fee-Only Firm Joins Boston-Based CW Advisors

Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.

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ETFS

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

In its annual “Mind the Gap” study, Morningstar found that average investors lose out on 15% of fund returns.

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2024 MIDYEAR OUTLOOK
Five Emerging Real Estate Investing Opportunities in a New Economic Era

Sponsored by Hines

Markets in 2024 are crossing a threshold into a new economic regime, presenting unique investment opportunities amid uncertainty.
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RPA

Fidelity Investments’ 15th Annual 401(k) Plan Sponsor Survey Details the Demand for Participant Services

Advisors are being asked to go beyond the Triple Fs as convergence continues to gain traction.

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REGULATION AND COMPLIANCE

Icahn Reaches $2M SEC Settlement in Margin-Loan Probe

Icahn is being fined $500,000 and Icahn Enterprises LP will pay $1.5 million related to insufficient disclosure of how IEP units were pledged as collateral against his personal margin loans.

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