IEQ Capital to Acquire EPIQ to Create $32B RIA

IEQ Capital , a San Francisco-based registered investment advisor?backed by Stone Point Capital?with $26.5 billion in assets under management,?has acquired EPIQ Capital Group , a Bay Area-based multi-family office with $5.3 billion in client assets.

EPIQ was launched in 2018 by Chad Boeding, one of the four co-founders of Iconiq Capital, according to Bloomberg. Iconiq, which Boeding helped start in 2011, parlayed its connections to Silicon Valley?executives—chief among them Meta Platform Inc.’s Mark Zuckerberg —into rapid growth. Some rivals have criticized Iconiq for pushing its funds rather than remaining an impartial adviser.

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PODCAST???

Focused on the Future: Building Community Through Planning with Sibyl Slade

On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Steverson Slade, CRPC?, EDFP, Certified WOSB , founder and president of IntegriVest Wealth Advisors, LLC. . Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm.

Their conversation delves into the evolution of her career, the what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.

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UPCOMING WEBINAR ??

Reduce the Noise: Strategies to Build Momentum for Your Practice

Overload is real. In today's fast-paced financial landscape, wealth advisors often find themselves overwhelmed by the sheer volume of data, trends, and market movements.

Reduce the Noise: Strategies to Build Momentum for Your Practice is designed to help you cut through the clutter and focus on what truly matters: your clients. This webinar will provide you with actionable strategies to streamline your practice, sharpen your focus, and accelerate your growth.

We’ll explore practical techniques for enhancing client service offerings, optimizing your time, and leveraging technology to stay ahead. You’ll gain insights into how Mariner gives you the right support and access to a wealth of in-house resources and teams. All so you can spend more time focusing on clients.

Thursday, September 26, 2024 | 2:00 PM ET

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The 2024 WealthStack Study

Did you know? WealthManagement.com has a dedicated research division.

Wealth Management IQ provides research, content creation and marketing services to the wealth and asset management communities.

Our Latest WMIQ Study is Out Now!

Discover the evolving landscape of technology in wealth management with insights from our latest survey. Explore how Innovators, Operators, and Laggards approach technology and learn about the latest trends shaping the industry.

Key Highlights:

• Increased Satisfaction: 44% of respondents are very satisfied with their technology, up from 37% last year.
• Budget Growth: 79% of firms plan to increase their technology budget in the coming year.
• Top Technology Trends: AI, regulatory compliance, and cybersecurity are set to have the biggest impact in the next five years.
• Innovator Lessons: Firms that invest in technology for differentiation and client experience reap significant benefits.

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?? 10th Annual Wealth Management Industry Awards

Only 5 days until the 10th Annual Wealth Management Industry Awards! ??

We’re all set with the band, the menu, and the glam—are you? Dresses and tuxes ready?

On September 5th, WealthManagement.com rolls out the red carpet at the Ziegfeld Ballroom to honor the trailblazers and innovators shaping our industry. This is YOUR night to shine! ??