WM Morning Memo
 
Wealth Management Daily Memo

MAY 02, 2025

RIA NEWS

Former Ameriprise Exec Launches Advisory Practice with John Thiel’s Indivisible Partners RIA

Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners, the second practice to join Indivisible Partners, the RIA launched by former Merrill Lynch executive John Thiel earlier this year.

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INVESTING STRATEGIES

Webull Expands Advisory Services, Adds BlackRock Model Portfolios

The Webull Advisors product offers a range of portfolios spanning multiple asset classes, including alternatives and digital assets.

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WMTV ON LOCATION
How RIAs Can Use Annuities for Income and Risk Management

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Discover how new annuity solutions are helping RIAs bring transparency, control, and income stability to client portfolios.
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PODCAST

The Diamond Podcast for Financial Advisors: If You Build It, Will They Buy It?

A primer on M&A for advisors interested in building a business designed to be an attractive prospect for sale at maximum enterprise value.

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CLIENT RELATIONS

The Essential Guide to Document Preservation for Estate and Business Planning

Though much of this paperwork is insignificant, plenty must be saved and accounted for.

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WMIQ RESEARCH REPORT
What Investors Actually Want From Their Advisors

Sponsored by BNY Pershing

Six actionable recommendations to realign expectations.
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ESTATE PLANNING

IRS Proposes Changes to Its Circular 230

These may complicate and delay estate planning and valuation.

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