WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 11, 2024

PEOPLE

Meet the Ten to Watch in 2025

You may not know them now, but we think you’ll be hearing more about these 10 individuals in the years ahead.

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RIA NEWS
Lido Advisors Acquires $1.1B Los Angeles Firm
The purchase of Avitas Wealth Management expands Lido’s presence in the city where it is headquartered. It’s the latest large deal for the RIA since Constellation Wealth Capital bought a minority stake earlier this year.
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WMIQ RESEARCH REPORT
Research Report: Driving Firm Growth in 2024

In partnership with Commonwealth Financial Network

Understanding the differing needs of younger and veteran advisors.
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ALTERNATIVE INVESTMENTS

SoFi Potentially Eying HNW Space with Latest Private Fund Options

The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum.

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RIA NEWS

Modern Wealth Reels in Three Firms Totaling $500M

The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023.

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WEBINAR
GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Sponsored by Orion, AcquireUp, Practifi & InterVal

Join this dynamic 90-minute event as experts will showcase how leading technology firms are empowering advisors to drive growth, improve client satisfaction, and scale their practices.
Register Now >
INDUSTRY

Vanguard Launches New Advice and Wealth Management Division

The initiative will be led by Joanna Rotenberg, who is joining the company from Fidelity.

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INDUSTRY

UBS Reorganizes US Wealth Management Unit in Growth Push

Wealth advisors in the U.S. will move from two divisions to four regional units.

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