Morning Memo
 
Wealth Management Morning Memo

MAY 31, 2024

ESTATE PLANNING

The Estate Tech Revolution Is Picking Up Speed

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

FULL ARTICLE

INDUSTRY

Goldman Sachs Plans to Court RIAs with Alternative Investments, Customization

“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.

RELATED:  Goldman Racks Up $21B for Its Largest Private Credit Pool

FULL ARTICLE

WMIQ RESEARCH REPORT

Exploring the Dynamics of Financial Service Partnerships

Better advisor relationships depend on strong service, technology support and a collaborative culture.

LEARN MORE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

How Apollon's Michael Dolberg Designed His $7.5B Firm

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.

LISTEN NOW

ALTERNATIVE INVESTMENTS

Apollo Plans to Sell Assets It Originates to Retail Funds, ETFs

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

FULL ARTICLE

WEBINAR

Charting Your Course: Strategies for Thriving in Today's Financial Market

Discover how successful firms lead the pack by joining us on June 17, 2024, to explore growth strategies, including mergers, organic growth, and strategic partnerships with industry experts.

REGISTER NOW

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