The Diamond Podcast for Financial Advisors: Wirehouse Breakaways Build a Legacy Family Wealth Office SpirePoint Private Client's Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office and how they are better off now as an independent firm.
https://www.wealthmanagement.c....om/professional-deve

iCapital Teams with Bitwise to Bring Crypto to its Marketplace Bitwise is the first crypto asset manager to join forces with iCapital.
https://www.wealthmanagement.c....om/crypto/icapital-t

Advisors Ask Court to Pause LPL-Ameriprise Suit In a motion filed this week, unnamed advisors who left Ameriprise for LPL claimed they did not agree to a court order that their personal devices could be examined, stating it risked “invasion of their privacy and the trampling of their rights.”
https://www.wealthmanagement.c....om/wealth-management

Wall Street Brokers Risk Losing Billions in Fees on SEC Shift Wirehouses and broker/dealers risk losing between $15 billion and $30 billion a year in fees that they currently collect from the mutual funds they offer to customers.
https://www.wealthmanagement.c....om/etfs/wall-street-

Blackstone, Vanguard, Wellington to Launch Private Markets Fund The companies have laid out plans for an interval fund, which will be managed Wellington and draw its investments from all three firms.
https://www.wealthmanagement.c....om/alternative-inves