WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 15, 2025

RIA NEWS

Integrated Recruits $1B Retirement Plan-Focused Firm
San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.
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ALTERNATIVE INVESTMENTS

BlackRock: Interest in Private Markets Will Accelerate Model Portfolio Adoption

Joe DeVico, BlackRock's co-head of U.S. wealth advisory, discusses the explosion in interest in model portfolios.

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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?
Learn how to activate the potential of fixed income.
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COMMENTARY

U.S. Economic Resilience Is the Main Story for Q4

Nonetheless, investors should focus on building portfolios that are "antifragile."

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MUST READS

Seven Investment Must Reads for This Week (Jan. 14, 2025)

Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found this week for wealth advisors.

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WMIQ RESEARCH REPORT
Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness
Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.
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