Wealthmanagement Email Newsletter: Echelon: Q2 RIA Deal Activity Points to Cheaper Financing Ahead (July 22, 2024)


	JULY 22, 2024

RIA NEWS


	Echelon: Q2 RIA Deal Activity Points to Cheaper Financing Ahead

Diana Britton

While deal volumes were down from the first quarter, the RIA space saw its second-most active second quarter on record, according to Echelon Partners.

FULL ARTICLE

HIGH NET WORTH


	Will Presidential Immunity Ruling Weaponize the IRS?

Anna Sulkin Stern

A recent U.S. Supreme Court decision raises concerns among tax lawyers.

FULL ARTICLE

WHITE PAPER


	The Pros of Bonds in High Interest Rates

Sponsored by Thrivent

Bonds may help investors reduce their tax burden.

LEARN MORE

TECHNOLOGY


	The Future of RegTech for Wealth Management

Sid Yenamandra

Regulatory intelligence, data management, smart workflow and data security are key tenets compliance officers will need their tools to meet going forward.

FULL ARTICLE

CLIENT RELATIONS


	‘Finfluencers’ Have Davos Set Rethinking Future of Wealth Advice

Francesca Maglione

With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials.

FULL ARTICLE

WEBINAR


	Boost Client Acquisition and Retention: Leveraging CRM for Growth

Sponsored by SS&C Black Diamond Wealth Platform

Join us on July 25, 2024, to discover how leveraging CRM technology can boost client acquisition and retention, ensuring sustainable growth for your practice.

CONNECT WITH US

EVENTS

Inside ETFs | RIA EDGE | WealthStack

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

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

Manage Subscriptions | Archive | Advertise | Privacy Policy

This email was sent

July 22, 2024 10:01am
Country:

United States
Tags
Investing Finance Financial Advisers Consulting & Professional Services Publishing B2C B2B

Echelon: Q2 RIA Deal Activity Points to Cheaper Financing Ahead

Advertisement

This email was sent

Country:

Tags