Wealthmanagement Email Newsletter: Penn Mutual to Sell Janney Montgomery Scott to KKR (July 24, 2024)


	JULY 24, 2024

INDUSTRY


	Penn Mutual to Sell Janney Montgomery Scott to KKR

Diana Britton

Once the deal closes, Janney will operate as a standalone, private company and create a broad-based equity ownership program for its 2,300 employees.

FULL ARTICLE

ESTATE PLANNING


	Estate Settlement Explained

Matthew F. Erskine

Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.

FULL ARTICLE

FASTCHAT VIDEO


	Sports & Entertainment Program at Wells Fargo Advisors

Sponsored by Wells Fargo Advisors

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

WATCH NOW

RIA EDGE PODCAST


	Helium Advisors' Tax-Optimized Approach to Building Wealth

David Armstrong

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Sponsored by Schwab Advisor Services

LISTEN NOW

MUST READS


	10 Investment Must Reads This Week

WealthManagement.com Staff

Redemption requests for non-traded REITs have slowed following a surge in the Spring, according to data from Robert A. Stanger Co. Cooling inflation has led to a rally in small cap stocks, benefiting ETFs built around that strategy, reports ETF Stream. These are among the investment must reads we found this week for wealth advisors.

WEBINAR


	Boost Client Acquisition and Retention: Leveraging CRM for Growth

Sponsored by SS&C Black Diamond Wealth Platform

Join us tomorrow, 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 24, 2024 10:01am
Country:

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

Penn Mutual to Sell Janney Montgomery Scott to KKR

Advertisement

Advertisement

Advertisement

This email was sent

Country:

Tags