Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 30, 2025

RIA NEWS

DeVoe: RIA M&A Activity Hit a New High in 2024

Interest rate cuts spurred a blockbuster fourth quarter for dealmaking that contributed to a record 272 transactions last year.

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REGULATION & COMPLIANCE

Investors File Claim Against Fidelity Over Lax Supervision of RIA

Advisor Thomas Chadwick allegedly lost clients $11.1 million, and several of them blame Fidelity's lack of supervision, according to a statement filed with FINRA.

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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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INDUSTRY

Stifel Slows Advisor Growth Even as Wealth Revenue Hits Record

The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.

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PODCAST

Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space.

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WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

Sponsored by Box and BNY Pershing

Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
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