Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.
Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand further in the Southeast via lift-ins and acquisitions.
YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs. These are among the investment must reads we found this week for wealth advisors.
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