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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 09, 2025

RIA NEWS

Cerity Acquires $4.1B Boston RIA

The deal with Prio Wealth will expand Cerity’s offerings for private and corporate clients in the Boston metro area.

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RIA NEWS

Mariner Adds $292B Institutional Consulting Firm

Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.

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FASTCHAT VIDEO
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PEOPLE

Focus Hub SCS Financial Names New National Wealth Management Head

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

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RETIREMENT PLANNING

IRS Clarifies Implementation of Future Regulations Regarding RMDs

Announcement 2025-2 applies to employer retirement plans.

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WEBINAR
2025 Compliance Outlook: Essential Strategies for Financial Advisors

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