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Commonwealth Adds $630M Arizona Team From Osaic

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 13, 2024

INDUSTRY

Commonwealth Adds $630M Arizona Team From Osaic

Kim Krueger of Krueger Financial Services said Commonwealth was “well-equipped” to support the firm’s business model, with the option to shift to a hybrid RIA approach later.

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RIA NEWS

Summit Acquires Meeder’s $400M Wealth Management Arm

Summit is making the majority investment alongside Merchant Investment Management, its backer.

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WHITE PAPER
Election 2024: Understanding and Navigating the Implications for the Markets and the Economy

Sponsored by Orion

Discover how Election 2024 might shape the economy and markets.
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MUST READS

11 Investment Must Reads for This Week

The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond market as investors seek safety, reports Morningstar. These are among the investment must reads we found this week for wealth advisors.

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PEOPLE

Tim Walz’s Investment Strategy Makes Him an Outlier

Unlike the majority of Americans, the vice presidential nominee isn’t in the market.

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WMTV ON LOCATION
Cornerstones to Growth: Referrals and Education

Sponsored by United Planners

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.
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