WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 06, 2025

RIA NEWS

Mercer Hires New Organic Growth Czar From LPL
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size over the past two years to more than 100 professionals.
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PEOPLE
One-time Unpaid Intern Becomes President of $4.8B IAA
International Assets Advisory’s Matthew Lampman will work alongside CEO Ed Confrancesco to run the firm and the platforms for its more than 200 registered representatives.
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FASTCHAT VIDEO
Finding the Right Partner for an Evolving Practice
Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth.
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ETFS

U.S. ETF Industry Starts 2025 With 75 Listings in January

Buffer products were particularly popular among ETF issuers during the month.

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RIA NEWS

Clearstead Gains Chicago Area Foothold with $420M RIA

The deal is the first announced by the $47 billion RIA under new CEO and President Bradley Knapp.

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WHITE PAPER
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ASSET PROTECTION

Offshore Asset Protection Strategies Amid Corporate Transparency Act Uncertainty

The recent turbulence surrounding the Corporate Transparency Act requires careful investment into financial stability to ensure companies remain compliant and prepared for the future.

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