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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 14, 2025

RIA NEWS

Elevation Point Stakes $750M Michigan RIA

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

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RIA NEWS

$8B Balentine Sells 20% Stake to FJ Management

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

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2025 MARKET OUTLOOK
A New Dawn: Seizing Real Estate's Moment of Opportunity

Sponsored by Hines

As we enter 2025, shifting global dynamics and emerging opportunities in sectors like living, retail, and alternatives present a strong case for strategic portfolio repositioning.
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RIA NEWS

Mariner Adds $1B in AUA in Triple Deal

Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based Triton Financial Group.

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RIA NEWS

Wealth Enhancement Group Adds $673M Pacific Northwest Firm

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.”

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