Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 24, 2025

PEOPLE

Janney Montgomery Scott Names New CEO                               

Janney has named Tony Miller as its new chief executive, in the wake of the brokerage's acquisition by KKR last year.

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RIA NEWS

Focus Hub Merges In $4B Seattle RIA

The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth, since Jan. 1, 2024.

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WHITE PAPER
Harnessing Data Analytics & AI for Personalized Client Insights
Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.
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PODCAST

The WealthStack Podcast: 2025 WealthTech Projections and Predictions with Davis Janowski

WealthManagement.com's Davis Janowski sets the stage for a transformative year in wealthtech.

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INSURANCE

What Advisors Should Ask Before Recommending PPLI to Clients

Tips for your conversation with the insurance agent.

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