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WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 07, 2025

CAREERS

DFA Alum Launches Advisor Training Program and Designation

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

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RIA NEWS

Carnegie Investment Counsel Adds $1.3B Firm To Expand In Northeast

The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.

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SPONSORED VIDEO
Organic Growth Through Client Focus & Culture

Sponsored by Fidelity Investments

Learn how SHP Wealth is driving organic growth while still focusing on client needs.
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TECHNOLOGY

WealthStack Roundup: Future Capital Partners With Axos

More choice in remotely managing heldaway retirement assets, Orion announces numerous updates at annual conference, Smarsh acquires audio compliance vendor.

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PODCAST

The Healthy Advisor: Beyond the C-Suite With Aaron Klein

The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new company.

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FASTCHAT VIDEO
Bringing a Planning Mindset to High Net Worth Clients

Sponsored by Wells Fargo Advisors

Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.
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INDUSTRY

Osaic Adds $360M Firm to W-2 Affiliation Channel

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.

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