Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 10, 2025

RIA NEWS

Mariner to Add 250 Senior Wealth Advisors in Major Recruiting Push
CEO Marty Bicknell says growing the mega-RIA's senior wealth advisor pool is a key priority.
Read More >
INDUSTRY

Broker Uses Recent Supreme Court Decisions In Case Against FINRA

An attorney representing Frank Black in his case against FINRA believes the issue of whether the self-regulatory organization’s enforcement proceedings are constitutional could hit the Supreme Court within the next several years.

Read More >

SPONSORED VIDEO
Organic Growth With Fidelity
Enhancing client experiences through organic growth & Fidelity's technology.
Watch Now >
PEOPLE

$200M Advisor Leaves UBS to Go Independent with Sanctuary

Kristen Larson has launched Minneapolis-based NewSpring Wealth Partners after nine years at UBS.

Read More >

ESTATE PLANNING

IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents

Crucial clarifications provided that will impact covered gifts and bequests.

Read More >

WEBINAR
Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Join Andy Rosenberger from Orion to learn how direct indexing can help advisors provide personalized, tax-efficient investment solutions.
Register Now >