As advisors and wealth management firms continued to adapt their services, technology and investment strategies to evolving client needs, July’s most-read stories focused on alternative investment access, serving women investors, structured notes, RIA consolidation and financial advisors’ charitable impact.
Exclusive: Kelly Park Capital Launches Enhanced Onboarding Experience For Alts
Kelly Park Capital launched PRISM 2.0, an AI-supported platform offering “5-in-1” onboarding that allows advisors and clients to complete one subscription process across multiple alternative investments while maintaining advisor control and reducing administrative complexity.
Women, Money And Advice
As women increasingly earn, inherit and control wealth, advisors must engage both partners, avoid stereotypes, focus on clients’ broader ambitions and build relationships across generations to improve retention and better serve women investors.
Rethinking Modern Asset Allocation With Structured Notes
In a WSR webinar hosted by Editor in Chief Julius Buchanan, Halo Investing’s Dennis Monohan explained how advisors can use structured notes to manage risk, enhance return potential and improve diversification by aligning defined outcomes with each client’s objectives, risk tolerance and time horizon.
Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth
Caprock acquired Austin-based Venturi Private Wealth, an RIA overseeing $4 billion in AUM, expanding its Texas presence, adding an Oklahoma City office and strengthening its investment and family office capabilities for high net worth clients.
Invest In Others Announces Finalists For 20th Annual Awards
The Invest in Others Charitable Foundation named 15 financial advisors as finalists across five categories for its 20th annual awards, with recipients to be announced at the Sept. 17 gala in Boston and a total of $800,000 to be awarded to designated charities.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
