WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 18, 2024

RIA NEWS

Steward Adds Pair of Firms, $488M Under New Acquisition Model

Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.

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RETIREMENT PLANNING

IRS Issues New Notice on Inherited IRAs

It waives excise tax for failure to take RMDS for 2024 for certain accounts

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WMIQ RESEARCH REPORT

Interest in M&A Swells Along With Firm Valuations

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

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ADJUSTED FOR RISK PODCAST

What Financial Advisors Should Know About Private Equity Investing

The questions advisors should ask when considering private equity investments for their clients.

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TECHNOLOGY

Tax Efficiency and Diversification: The Benefits of Direct Indexing

While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.

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