WM Morning Memo
 
Wealth Management Daily Memo

MAY 08, 2025

RIA NEWS

Mercer Adds $885M With Double Deal, Marking 100th Acquisition
The RIA has completed 100 deals since launching its M&A strategy in 2016.
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ALTERNATIVE INVESTMENTS
Goldman Launches Online Alts University for Advisors, Investors
Goldman Sachs has launched a free investment university for advisors and individual investors as the asset manager seeks to connect with RIAs on its alternative and private market offerings.
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WMTV ON LOCATION
Next-Gen Recruiting: A Succession Strategy for RIAs
Learn how RIAs can future-proof their firms by creating formal internship programs, mentoring next-gen advisors, and building leadership pipelines from within.
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ETFS

ETF Issuers Try to Benefit from the Berkshire Hathaway Stardust

Berkshire’s iconic brand, long track record, and differentiated exposure relative to the largest value ETFs has encouraged smaller asset managers to piggyback off its success with new launches.

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REGULATION & COMPLIANCE

Unified Communications Supervision: The Single Pane of Glass Approach for Compliance

Discover how a Single Pane of Glass approach to communications supervision can streamline compliance efforts, reduce risks, and meet regulatory requirements in the digital-first workplace.

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SPONSORED VIDEO
Investing in CAT Bonds
Diversify your portfolio beyond stocks and bonds.
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