WM Morning Memo
 
Wealth Management Daily Memo

JUNE 03, 2025

RIA NEWS

Mercer Advisors Acquires $2B Oklahoma City RIA
The acquisition of Full Sail Capital represents Mercer’s third-largest deal to date.
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ESTATE PLANNING
FP Alpha Launches Revamped Estate Planner with More Guidance
CEO Andrew Altfest said the improved estate planning platform will offer comprehensive, actionable insights for advisors.
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Bonds Climb, Stocks Falter
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CAREER MOVES

Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital

Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

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RPA
WEBINAR
Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations
Explore how wealth managers use digital tools and AI to deliver personalized strategies for HNW and UHNW clients.
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2025 INDUSTRY AWARDS

WealthManagement.com Announces 2025 Industry Awards Finalists

The 11th annual WealthManagement.com Industry Awards will be held on September 4 in New York City.

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