WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth Partners minority-ownership model. FULL ARTICLE |
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| ETFS | | | | Elaine Misonzhnik | | The ETF is an attempt to ride the wave of the so-called Magnificent 7 tech stocks in a covered call ETF, which offers investors some tax benefits, but limits flexibility and upside, according to industry pros. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Altus Group | | Join this webinar to see underlying variances in returns and analysis across metropolitan markets using Altus’ extensive valuation dataset. LEARN MORE |
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| INDUSTRY | | | | Diana Britton | | Osaic’s acquisition of Lincoln will have minimal impact on the wealth management firm’s debt leverage and interest coverage, the ratings agencies said. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel. FULL ARTICLE |
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