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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 15, 2025

RIA NEWS

Corient Acquires $10.4B New York Multi-Family Office

Corient will strengthen its family office platform by acquiring Geller & Company.

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INDUSTRY

Wildfires Prompt Some LA Wealth Managers to Look Beyond Dollars

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

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FASTCHAT VIDEO
Investing in Diversity: Doing Well and Doing Good

Sponsored by Wells Fargo Advisors

Learn why choosing a firm that champions diversity and inclusion can help make change in the industry while growing your business.
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401K TV

401(k) Real Talk Episode 135: January 15, 2025

Open, honest and candid discussion about Mariner, a boom in micro DC plans, the December job numbers, Pontera's partnership with Hightower and more.

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ALTERNATIVE INVESTMENTS

Top 3 Predictions for 2025 From a Venture Capitalist

Hack VC's Peter Hans prognosticates about the year to come in.

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WEBINAR
Bridging the Gap: Aligning Advisor Performance with Investor Expectations

Sponsored by BNY Pershing

Join our January 29th webinar, backed by research from WealthManagement.com and BNY Pershing, as experts will explore dynamic strategies and insights to help align advisor performance with investor expectations.
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