WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 10, 2025

TECHNOLOGY

Nuggets Mined From Orion's Inaugural Investor Survey

Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.

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RIA NEWS

Empower’s Wealth Unit Grows Assets 29% on 401(k) Rollover Capture

Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.

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FASTCHAT VIDEO
AI in Focus: Unlocking Innovation, Growth, and Investment Insights

Sponsored by Parnassus Investments

Listen in as Shannon Rosic sits down with Andrew Choi to explore the transformative role of artificial intelligence in investment strategies.
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INDUSTRY

FinTech Exec Launches M&A Consulting Business

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

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PODCAST

The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell

Focal's John Connell explores the transformative power of agentic AI in the financial advisory space.

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BUSINESS PLANNING

Strategic Planning for RIAs: Setting a Foundation for Growth and Success

A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.

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