WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 27, 2025

RIA NEWS

Arax Nabs $1B Colorado RIA

Cedrus Financial is the latest to join under Arax’s multi-boutique strategy.

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INDUSTRY

$1.3B Father-Son UBS Team Jumps to LPL

New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen lead the firm founded by William’s grandfather, James Bruen, in 1922.

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WEBINAR
Breaking Through the Noise: Winning Clients Before the First Meeting

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Join the CEO and CMO of FMT Solutions on January 28th for an exclusive webinar packed with actionable strategies and insights to cut through the clutter, accelerate trust-building, and revolutionize your prospecting approach, helping to set your practice apart.
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HIGH NET WORTH

The Corporate Transparency Act Whipsaw Continues

U.S. Supreme Court stays one lower court’s injunction of the CTA, but another lower court’s order still keeps the Act in suspended animation.

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ALTERNATIVE INVESTMENTS

Study: Bitcoin Allocations Above 2% Add Risk to Portfolios

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also significantly increased risk concentration.

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