WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 27, 2024

TECHNOLOGY

2025 Outlook Q&A: The Evolution of AI in Wealth Management
Our tech columnist catches up with Haik Sahakyan, co-founder and CEO of ARQA.
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ESTATE PLANNING
2024 Year in Review: Celebrity Estate Planning Lessons
The year's estate planning mishaps among the rich and famous carry lessons for all wealth managers.
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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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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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The Ten to Watch
Ten to Watch in 2025: Aly Kassim-Lakha
Aly Kassim-Lakha is the founder and CEO of Aspen Standard Wealth.
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Ten to Watch in 2025: Jacqueline Martinez
Jacqueline Martinez is managing partner at Alaris Acquisitions.
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