Authoritative news and analysis for private wealth managers. Sibling to @iimag.

New York, NY
Joined January 2019
Unleashing Female Strength: Tapping into the $30 Trillion Women’s Wealth Management Market spr.ly/6013mfreR @IntellifloLtd #intelliflo #intellifloredblack #wealthmanagement #womeninwealthmanagement
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Congratulations to all the winners of the 2024 RIA Intel Awards! spr.ly/601458n6k
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Interval Funds’ Triple-Digit Rise spr.ly/6010e9Fk4
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These Are the Shifting Demographics of Retail Investors spr.ly/6012eDtME
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Addepar Partners With RIA Corient spr.ly/6016eDt6g
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SEC Proposes Customer ID Program for RIAs spr.ly/6010d1kqQ
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Inflation Is Hurting Retirees’ Dreams spr.ly/6013jxI9f
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Focus Financial Announces Massive RIA Merger spr.ly/6014jsdWp
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Custodian Altruist Raises $169 Million in Series E spr.ly/6012jRtcj
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How Tech Is Propelling RIA Growth spr.ly/6010jGg2j
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RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record. spr.ly/6017bY8MZ
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Opinion: Three Pivotal Trends Impacting Growth spr.ly/6015bdf07
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iCapital Partners With Bain Capital on Private Credit Platform spr.ly/6015bBXGU
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Announcing the 2024 RIA Intel Awards Finalists spr.ly/6012wtknw
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Ron Carson Steps Down as Carson Group CEO spr.ly/6014wckN8
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Wealth Enhancement Group, one of last year’s most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in client assets. spr.ly/6017wkrdx
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iCapital Is Acquiring Fintech Reporting Company Mirador spr.ly/6013ZCu2B
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AlTi Global Is Buying East End Advisors spr.ly/6018Zvu0O
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Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA spr.ly/6019ZvRy7
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Investor Satisfaction Rises, but Millennial Flight Might Be Coming spr.ly/6010khcpr
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