WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 24, 2024

RIA NEWS

2025 Outlook Q&A: RIAs to Focus on Organic Growth
In 2025, expect to see an emphasis on organic growth, talent and capturing AI efficiencies at RIA firms, said Schwab’s Lisa Salvi.
PODCAST

Adjusted for Risk: Tips for Closing the Generational Gap

Yellowstone Wealth Advisors' James Langabeer discusses the great wealth transfer, the most dominant emotion impacting investing and why “wealth is not a number.”

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The Ten to Watch
The Ten to Watch in 2025: Jason Barber
Jason Barber is founder of Uptick Partners.
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Ten to Watch in 2025: Stephen Chen
Stephen Chen is founder and CEO of Boldin, NewRetirement Inc.
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