WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 23, 2025

TECHNOLOGY

Caribou And Its HealthPlanner Technology Acquired By Move Health
The combined startups will provide advisors with seamless health planning from analysis to enrollment.
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PEOPLE
Wealth.com Recruits New Marketing Head from Nitrogen
Dan Bolton said Wealth.com is “building something truly remarkable.” Most recently, he was a vice president of corporate marketing for Nitrogen (formerly Riskalyze).
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FASTCHAT VIDEO
Finding the Right Partner for an Evolving Practice

Sponsored by Wells Fargo Advisors

Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth.
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ALTERNATIVE INVESTMENTS

Morningstar, PitchBook Create Index for VC Unicorns

The Morningstar PitchBook Unicorn 30 Index tracks 30 of the largest late-stage VC firms globally.

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

Sponsored by FMT Solutions

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.
Register Now >
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