Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 06, 2025

PEOPLE

CFP Board CEO Kevin Keller To Retire

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.”

Read More >

      Advertisement

RIA NEWS

Wealth Enhancement Acquires $619M RIA Serving Pacific Northwest

Capstone Wealth Advisors, an independent advisory team of six advisors and four support staff led by Ryan Skogstad, represents Wealth Enhancement's first acquisition of the year.

Read More >

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.
Download Now >
ESTATE PLANNING

Widow of San Diego Padres Owner Alleges Foul Play

The team is at the center of an ownership dispute.

Read More >

M&A

What RIA Consolidators Will Be Looking For in 2025

Bigger is better only when growth is good.

Read More >

SPONSORED VIDEO
What Is a CAT Bond?
Learn how CAT Bonds offer investors a unique way to participate in insurance risk.
Watch Now >