Wealthmanagement Email Newsletter: 170 Advisory Firms Have Joined iCapital Year-to-Date (July 18, 2024)


	JULY 18, 2024

ALTERNATIVE INVESTMENTS


	170 Advisory Firms Have Joined iCapital Year-to-Date

Elaine Misonzhnik

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.

FULL ARTICLE

RIA NEWS


	Advisor Jess Bost Joins Alex Chalekian’s Lake Avenue Financial

Diana Britton

Jess Bost, former vice president of strategic partnerships at Alpha Architect, joins the $115M firm as lead financial planner.

FULL ARTICLE

FASTCHAT VIDEO


	Sports & Entertainment Program at Wells Fargo Advisors

Sponsored by Wells Fargo

Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.

WATCH NOW

THE HEALTHY ADVISOR PODCAST


	From Near-Death to New Purpose With Martine Lellis

Diana Britton

When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.

LISTEN NOW

HIGH NET WORTH


	You Can Never Have Too Much Money, Happiness Researcher Finds

Conrad Quilty-Harper

A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.

FULL ARTICLE

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170 Advisory Firms Have Joined iCapital Year-to-Date

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