WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 08, 2025

PEOPLE

Can You Unmask These 10 Amazing Investors?

With just three clues, how many of the 10 most important investors of the past 200 years can you name?

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INDUSTRY

Campus Private Wealth Joins Kestra Private Wealth Platform

Campus’ founders, Bill Milby and Jason Lindner, wanted to transition to an independent model.

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2025 MARKET OUTLOOK
Unleashing the Power of Your Company’s Technology Stack: A Strategic Guide
RIAs are navigating economic challenges and evolving tech trends—explore how a hybrid approach blends the best of all-in-one simplicity with best-of-breed specialization to drive growth and efficiency.
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MUST READS

Nine Investment Must Reads for This Week (Jan. 7, 2025)

Private equity industry execs are preparing to lobby the second Trump administration to allow 401Ks to include private assets, reports the Financial Times. Private wealth investors have provided a lifeline to VCs as institutions have pulled back, according to PitchBook. These are among the investment must reads we found this week for wealth advisors.

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RIA EDGE PODCAST
Sustainable Wealth Management Firms with Jennifer des Groseilliers

Jennifer des Groseilliers details The Mather Group’s balanced approach to growth that includes scaling responsibly through both internal development and strategic acquisitions.


Sponsored by Schwab Advisor Services

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WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
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