WM Morning Memo
 
Wealth Management Daily Memo

APRIL 01, 2025

IBD NEWS

Analysts: Commonwealth Is a Higher Quality Asset for LPL

Equity analysts see the Commonwealth deal as a win for LPL, saying the higher price tag would make sense given the quality of the asset.

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ALTERNATIVE INVESTMENTS
Goldman, Hightower, H.I.G. Capital Vets Launch PeakAlts
The new company is attempting to carve out an underserved niche in the increasingly crowded market of firms attempting to bring private markets access to the wealth channel.
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SPONSORED CONTENT
Invest Intentionally in High Yield
How smart high-yield investments can benefit portfolios
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RIA NEWS

Wealth Enhancement Nabs First International Bank & Trust Wealth Unit

In its fourth deal of 2025, Wealth Enhancement has acquired the wealth services division of First International Bank and Trust, its first location in North Dakota.

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PODCAST

Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Warshaw Burstein’s Jackie Bevilaqua discusses Gene Hackman’s death and the pressing issues about elder care and cognitive decline it brings up.

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RESOURCE CENTER
Engineering Enduring Wealth: A Growth and Protection Framework
Master architects needed to navigate today's volatile market and manage client assets.
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CLIENT RELATIONS

Fifteen Creative Client Events for Financial Advisors

Smaller, more intentional gatherings create opportunities for conversations, introductions and growth.

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