WM Morning Memo
 
Wealth Management Daily Memo

MARCH 11, 2025

CAREER MOVES

Family Office Execs Launch Affiliation Model for UHNW Advisors
Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.
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RIA NEWS
Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families
Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.
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WHITE PAPER
Navigate Uncertainty in Volatile Markets
The state of investor sentiment report.
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ALTERNATIVE INVESTMENTS
RSM to Use Arch for Private Markets Investment Management
The middle market consultancy and accounting firm will integrate Arch into its family office data management platform.
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REAL ESTATE

Q&A: REIT Performance Holds Up in Low- and High-Rate Environments

Industry association Nareit published a series of research pieces examining REIT performance in different rate regimes.

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WEBINAR
Scaling You: The Secret to Scaling Growth & Efficiency
Join us for an exclusive webinar to see how one advisor streamlined operations and focused more on meaningful client relationships.
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HIGH NET WORTH