WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 03, 2025

CAREERS

Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference
Leadership lessons for advisors from the former U.S. Secretary of Defense.
Read More >
INDUSTRY

Raymond James Adds $400M Alabama Advisor to Independent Division

Advisor Chris Helton joins Raymond James’ independent b/d channel after 14 years with Synovus Securities.

Read More >

WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
Download Now >
PODCAST

The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster

Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more.

Read More >

TECHNOLOGY

A Crypto Optimist’s Guide for 2025

Five technologies that will dictate the future of the industry beyond the Bitcoin hype.

Read More >