WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 21, 2025

WEALTHTECH

Apollo Signs Onto InvestCloud’s Private Markets Account Network

The firm is the first asset manager to sign onto the InvestCloud product that launched in December.

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ALTERNATIVE INVESTMENTS

Apex to Unveil Alts Functionality

The fintech aims to embed alts investment management into its standard brokerage infrastructure, with a product launch scheduled for the first half of this year.

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FASTCHAT VIDEO
Bringing a Planning Mindset to High Net Worth Clients

Sponsored by Wells Fargo Advisors

Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.
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RIA NEWS

Dynasty Snags $900M Chicago Team, Including CIBC Alums

XXI Wealth’s clients include athletes and business professionals and have “extensive operational backgrounds,” according to Dynasty CEO Shirl Penney.

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PODCAST

The Diamond Podcast for Financial Advisors: College Roommates Leave Their Series 7s Behind for Independence

Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.

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WEBINAR
Building Connections with Affluent Women Clients

Sponsored by Athene

As wealth shifts to women in the U.S., there’s a great opportunity to build lasting client relationships. Join Athene’s Patti Hausherr for insights on what women value in financial professionals and more.
Register Now >
INVESTING STRATEGIES

Pulling Back the Curtain on Wickedly Flawed Investing Ideas

Much like the characters in Oz, investors often chase simple solutions to perceived problems.

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