DECEMBER 19, 2024

RIA NEWS

Captrust Adds $1.97B in Double Deal

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

RIA NEWS

Summit Stakes $1.3B North Carolina RIA

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

WHITE PAPER

Creating Winning Strategies for UHNW Clients

Sponsored by SS&C Black Diamond Wealth Platform

Learn how to attract and retain the growing number of UHNW clients.

Learn More >

ESTATE PLANNING

T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024?

Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates.

PODCAST

Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors.

WMTV ON LOCATION

Shaping the Future of Wealth: Nitrogen's Insights on AI, Risk, and Client Engagement

Sponsored by Nitrogen

Explore cutting-edge strategies and technologies transforming financial advising, from AI-driven insights to next-gen portfolio optimization.

Watch Now >

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