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Wealth Management Morning Memo

OCTOBER 2, 2023

Atlanta-Based $1B+ Team Joins LPL From Fifth Third

Patrick Donachie

The trio of advisors is joining the IBD via its employee advisor channel to launch PB FAM Private Wealth.

FULL ARTICLE

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RIA News

Coldstream Combines with Two Seattle Firms to Add In-House Services

Ali Hibbs

Two affiliated wealth management firms are merging with Coldstream Wealth Management to expand its client services.

FULL ARTICLE

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ETFs

Ether-Futures ETFs Are Making Their US Debut in Industry Victory

Vildana Hajric and Katie Greifeld (Bloomberg)

The SEC had not — until now — permitted such funds to trade.

FULL ARTICLE

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Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

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Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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Industry

JPMorgan’s Dimon Predicts 3.5-Day Work Week for Next Generation

Daniel Taub and Hannah Levitt (Bloomberg)

All thanks to AI.

FULL ARTICLE
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