Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 04, 2024

RIA NEWS

Mariner Adds Locations in Florida, California in Double Deal

The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm.

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RIA NEWS

Allworth Acquires $500M RIA In Ninth Deal This Year

Ryan Wealth Management has offices in Yuba City, Calif. and Spokane, Wash. Allworth says the move will boost its presence in both regions.

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SPONSORED CONTENT
Investing in Climate Change
Parnassus supports companies involved in addressing climate risks.
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ALTERNATIVE INVESTMENTS

Dynasty Forges Partnership with Nasdaq Private Market

The deal will give private company shareholders access to Dynasty’s wealth management and advisory services.

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REGULATION & COMPLIANCE

Trump Picks Atkins, Ex-SEC Commissioner, to Succeed Gensler

By selecting the former Republican SEC commissioner, Trump is tapping one of the most influential GOP financial regulation insiders to oversee Wall Street.

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WMIQ RESEARCH REPORT
Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness
Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.
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4O1K TV

401(k) Real Talk Episode 132: December 4, 2024

Open, honest and candid discussion about Trump's pick for DOL secretary, CI Financial's takeover, Bain Capital closes Envestnet deal, SECURE 3.0 and more.

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