Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 24, 2025

RPA

Great Gray Acquires RPAG

Madison Dearborn shifts RPAG to Great Gray from flexPATH.

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RIA NEWS

New RIA Platform Entrant Uptick Adds Second RIA to Network

John Sidery, who managed $70 million in client assets at an Arkansas-based independent, has started Olympus Wealth Strategies with RIA platform Uptick Partners.

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SPONSORED VIDEO
What Is a CAT Bond?
Learn how CAT Bonds offer investors a unique way to participate in insurance risk.
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PODCAST

Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

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REGULATION & COMPLIANCE

Robinhood Says SEC Closes Crypto Probe Without Enforcement

Robinhood is the latest company to announce the SEC has retreated from a crypto enforcement action or lawsuit as the agency shifts to new leadership and takes a friendlier approach to the market.

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FINANCIAL PLANNING

Buffett Offers a Recipe for What Makes America Great

Paying taxes is patriotic. Investing is all-American (but beware of scoundrels). And a stable dollar is essential.

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