WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | Cartesian Growth Corporation has closed on its deal to merge with RIA Tiedemann Group and wealth and investment manager Alvarium Investments. The combined firm began trading under the ticker "ALTI." FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by BILL | | The transition of wealth from “old-school” clientele to tech-savvy, on-demand-data-seeking Millennials requires a new and modern approach. Learn how to attract the next generation and why it's important to get in front of them now. LEARN MORE |
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| REAL ESTATE | | | | Buck Wargo | | Investors are feeling more cautious and stress-testing their holdings for different scenarios, industry insiders say. FULL ARTICLE |
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| ETFS | | | | Isabelle Lee and Vildana Hajric | | A tour of winners and losers among exchange traded funds in 2022. FULL ARTICLE |
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