WealthManagment.com Daily Memo
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RIA NEWS | | | Ali Hibbs | With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | Edelman expands advisor network in Northern California market as firm “selectively” accelerates inorganic growth. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Lazard Asset Management | How DC plans can help participants with rising inflation. LEARN MORE |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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RIA NEWS | | WealthManagement.com Staff | Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | Sponsored by RBC Custody & Clearing | This new study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors – and includes some interesting surprises. GET THE REPORT |
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