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GeoWealth Raises $18M in Growth Investment Funding, Led By BlackRock

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 25, 2024

TECHNOLOGY

GeoWealth Raises $18M Led By BlackRock

The TAMP previously raised funding from Kayne Anderson Growth Capital and J.P. Morgan Asset Management, who also participated in the latest round.

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RIA NEWS

F.L.Putnam Adds 3 Firms Totaling $1.25B in Managed Assets

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9 billion.

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FASTCHAT VIDEO
The Case for Covered Calls: Unlocking Cash Flow Potential

Sponsored by Shelton Capital Management

Learn about the rise of covered calls, their income potential, and diversification benefits.
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PODCAST

Adjusted for Risk: Investing in The Largest Consumed Commodity in the U.S.

CNIC Funds' Tim Kramer takes a deep dive into investing in electricity.

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BUSINESS PLANNING

How Wealth Management M&A Is Affected by High Interest Rates

The landscape remains fundamentally healthy, with dealmaking still happening at a healthy clip, both in terms of size and volume.

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FASTCHAT VIDEO
From Performance to Opportunity: The Journey of First Eagle HY Muni Funds

Sponsored by First Eagle Investments

John Miller, First Eagle Investments, shares insights on a top-performing fund.
Watch Now >
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