WealthManagement.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network. FULL ARTICLE |
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| INDUSTRY | | | | Ali Hibbs | | The initiative will be spearheaded by four specialized senior executives, a dedicated service team and a focus on family governance research. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Altus Group | | Join this quarterly analysis for a detailed breakdown of CRE performance trends; comparing major US metropolitan markets and sub-property types. LEARN MORE |
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| PEOPLE | | | | Diana Britton | | Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners. FULL ARTICLE |
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| WEALTH MANAGEMENT INVEST PODCAST | | | | David Bodamer | | Hamilton Lane's Steve Brennan discusses the benefits of private markets and the evolution of the space. LISTEN NOW |
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