WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 25, 2025

RIA NEWS

Elevation Point Stakes $225M Minnesota RIA
Triton Wealth, co-founded by Michael J. Ryan and Wesley T. Hoppe, represents Elevation Point’s third strategic investment since its inception in June.
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HIGH NET WORTH

Corporate Transparency Act Back in Effect

The new reporting deadline is March 21.

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SPONSORED CONTENT
Building the Next Generation of Advisors
Jamie Mackay shares how SFA is innovating in a shifting landscape.
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ETF Performance Broadens Beyond U.S. Equities

In February, we saw signs of reversal in sentiment around U.S. market outperformance relative to other regions.

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PODCAST

Celebrity Estates: All the President’s Money with Megan Gorman

From George Washington to Donald Trump, Chequers' Megan Gorman explores U.S. presidents' financial decisions.

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WHITE PAPER
The Ultimate 2025 Breakaway Guide
Going independent is a tough road, but when successful, advisors unlock freedom to do better—for themselves and for their clients.
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RETIREMENT

The Truth About Social Security and Dead People

There’s a reason millions of people are not listed as deceased in the main database when they should be, but it's not the fraud that Elon Musk and Trump say it is.

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