WealthManagement.com Daily Memo
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| HIGH NET WORTH | | | | | | Jordan Fitzgerald | | Elon Musk led the world’s richest to a $1.5 trillion wealth gain in 2023. FULL ARTICLE |
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| RIA NEWS | | | | Patrick Donachie | | Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Ares Wealth Management | | From asset classes to risk factors, Ares shares a new era in portfolio construction. LEARN MORE |
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| TECHNOLOGY | | | | Doug Fritz | | F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month. FULL ARTICLE |
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| ETFS | | | | Michael P. Regan and Yueqi Yang | | Fidelity, WisdomTree, BlackRock and JPMorgan Securities have all named Jane Street Capital as their "authorized participant" for a possible spot Bitcoin ETF. FULL ARTICLE |
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