WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 31, 2024

INDUSTRY

LPL’s New CEO Outlines Top Priorities

On his first earnings call, newly appointed chief executive Rich Steinmeier gave no new details on the recent leadership change but struck a forward-looking tone. He added that the firm’s success is not dependent on advisors’ relationship with the CEO but rather the LPL employees they work with day-to-day.

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RIA NEWS
Lido Advisors Acquires $600M Colorado RIA Platte River
With this and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion.
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RESOURCE CENTER
11 Estate Planning Missteps (and How to Avoid Them)

Sponsored by Commonwealth Financial Network

Avoid estate planning missteps and ensure your clients' wishes are fulfilled.
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INDUSTRY

RBC Grabs $1B+ Baltimore Team from Morgan Stanley

The Quarry Lake Group is the second announced team moving from the wirehouse to RBC Wealth Management this week.

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RIA NEWS

$25B Evoke Advisors Acquires Multi-Family Office Crescent Bay Advisors

The combined firm will be based in Los Angeles. In 2022, Crescent Bay received a minority investment from Merchant Investment Management.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors

Sponsored by The American College of Financial Services

Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management
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ALTERNATIVE INVESTMENTS

BlackRock Talks to Buy Private-Credit Firm HPS Advance

Chief Executive Officer Larry Fink has moved aggressively to expand his firm’s footprint in private markets.

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