Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 23, 2025

RIA NEWS

Carson Group Fully Acquires $1B Chicago Firm

Carson Wealth Chicago includes more than 15 advisors across five locations and follows Carson Group’s purchase of an independent partner firm with locations in Iowa and Las Vegas.

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PEOPLE

Merit Financial Advisors Hires Captrust Alum To Steer M&A

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

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2025 MARKET OUTLOOK
Generosity is Growing: Here's How Advisors Can Help
Discover key philanthropic trends and strategies to help your clients maximize their giving impact and tax efficiency in 2024 and beyond.
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RIA NEWS

Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

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RIA NEWS

OneDigital Buys C$5.5B Montreal Wealth Manager

The deal with PWL Capital is a first step toward OneDigital’s long-term expansion into Canada.

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WEBINAR
Highlights of Heckerling
Join our webinar on February 6th, as our expert panel will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning
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