Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 14, 2024

RIA NEWS

Captrust Acquires $5B Boston Financial Management

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Read More >

      Advertisement

PEOPLE

Pathstone Hires New Chief Growth Officer From Schwab

Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.

Read More >

SPONSORED CONTENT
The BEAT: Views You Can Use
Make sense of the markets with our investment insights.
Learn More >

      Advertisement

ETFS

Dynasty Financial Partners Unveils Model Portfolio Program

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

Read More >

TECHNOLOGY

Communify Fincentric Recruits New COO from InvestCloud

Former InvestCloud CEO John Wise brings over Nicole Nakashian, former COO at InvestCloud, to lead operations at his new technology venture.

Read More >

WMIQ RESEARCH REPORT
Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now
See how advisors are combining active and passive strategies for optimal portfolio results.
Download Now >