Wealthmanagement

Wealthcare Launches New RIA Affiliation Model

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 29, 2024

RIA NEWS

Wealthcare Launches New RIA Affiliation Model

Wealthcare Capital Partners aims “to meet the needs of select advisors interested in joining Wealthcare.” It has already recruited a Towson, Md.-based advisor with nearly $141 million in assets.

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RIA NEWS

Wealth Enhancement Group Picks Up $1.2B Houston RIA

The Financial Advisory Group has seven advisors and 14 support staff, and is WEG’s fifth acquisition this year.

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Why Active Fixed Income Matters More Than Ever
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INDUSTRY

LPL Grabs Another Team from Osaic

FSI Wealth Management, a San Diego, Calif.-based team with $215 million in assets, is joining LPL from Securities America, in the wake of Osaic's integration and rebranding efforts.

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ETFS

ETFs With the Best Returns Over the Past Five Years

Funds focused on semiconductors were among the top-performing over the last five years.

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