Wealthmanagement
Wealthmanagement

RIA Industry Hits Record Highs of Firms, Clients, IAA Survey Finds

Morning Memo
 
View Online
Wealth Management Morning Memo

JUNE 21, 2024

INDUSTRY

RIA Industry Hits Record Highs of Firms, Clients, IAA Survey Finds

Patrick Donachie

The number of registered firms hit an all-time high of 15,396, according to an annual snapshot co-created by the Investment Adviser Association and COMPLY.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

CAIS Cuts Fees, Seeking to ‘Democratize’ Alternative Investments

Sonali Basak

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

FULL ARTICLE

RESOURCE CENTER

How to Add Value in a World of Free

Sponsored by SS&C Black Diamond Wealth Platform

This industry brief discusses ways for advisors to differentiate their services and compete by showing their value.

LEARN MORE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

Former Bank Brokers on How to Build, Grow and Scale

Mindy Diamond

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

LISTEN NOW

HIGH NET WORTH

Supreme Court Upholds US Tax on Foreign Business Income

Greg Stohr

The federal government estimates the mandatory repatriation tax would bring in $340 billion over 10 years.

FULL ARTICLE

WEBINAR

Don’t Retire From Equity Markets: An Equity Strategy That Aims for 100% Downside Protection

Sponsored by Calamos Investments

Join us on July 1, 2024, to discover an equity strategy with 100% downside protection for your clients' retirement portfolios.

REGISTER NOW
CONNECT WITH US

EVENTS
Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY
LinkedIn Twitter Facebook
 YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as [email protected]

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2024, Informa USA, Inc., All Rights Reserved.

 

 
Manage Subscriptions | Archive | Advertise | Privacy Policy
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Prev Newsletter Next Newsletter