WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | A spokesperson said Bank of America was wrapping up its evaluation of the new offerings that were approved earlier this week by the SEC. The news comes the same day the bank unveiled its fourth quarter of 2023 earnings report. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank. FULL ARTICLE |
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| 2024 MARKET OUTLOOK | | | | Sponsored by First American Title | | As the FDIC proposes new capital reserve requirements, a $100 billion landscape of private lenders' committed warehouse financing faces potential constraints, questioning the control of credit lines in the commercial real estate market. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches. FULL ARTICLE |
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