WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 20, 2024

RIA NEWS

2024 RIA M&A Activity Breaks Deal Record

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

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WHAT'S IN MY MODEL PORTFOLIO

Cerity Partners Bets on Private Markets for Outsized Growth

The $120 billion firm’s Chief Solutions Officer Tom Cohn discusses Cerity’s investment philosophy.

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WHITE PAPER
An Insights White Paper
Building dynamic retirement solutions.
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PODCAST

The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.

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TECHNOLOGY

The Word on WealthTech for December 2024

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

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FASTCHAT VIDEO
Finding the Right Partner for an Evolving Practice
Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth.
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