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WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 15, 2024

INDUSTRY

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

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RIA NEWS

Stone Point Takes Majority Stake in Kestra

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.

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WHITE PAPER
National Cash Balance Research Report

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PEOPLE

Osaic Hires CFO From Thomson Reuters

Kristy Britt will take over from outgoing CFO Jon Frojen, and will be based at Osaic’s headquarters in Scottsdale, Ariz.

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RIA NEWS

Carson Acquires $1B Minnesota RIA

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

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WEBINAR
Tech and Human Insight: Winning SMB Clients with AI

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Discover how integrating the right tech can offer personalized strategies, deeper insights, and efficient portfolio management to set you apart.
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