Wealthmanagement Email Newsletter: Elevation Point Adds Two UBS Execs as Founding Partners (July 25, 2024)


	JULY 25, 2024

RIA NEWS


	Elevation Point Adds Two UBS Execs as Founding Partners

David Bodamer

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

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RIA NEWS


	Savvy Adds Six New Advisors, Pushing AUM Over $700M

WealthManagement.com Staff

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.

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HIGH NET WORTH


	IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy

Anna Sulkin Stern

The agency continues to ramp up its enforcement efforts.

FULL ARTICLE

WEALTH MANAGEMENT INVEST PODCAST


	Accessing Active ETFs, Live From the Morningstar Conference

David Bodamer

Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.

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Elevation Point Adds Two UBS Execs as Founding Partners

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