Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 25, 2025

RIA NEWS

Merchant Invests in CPA to Offer Tax, Accounting Services to RIA Network

The “lifecycle” investor has taken a minority stake in Venning Advisors, a full-service tax and accounting services firm.

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RIA NEWS

$7.7B Miracle Mile Rebrands as Composition Wealth

The new name reflects its structure as a collection of wealth advisors as well as the RIA’s growth beyond its Los Angeles roots.

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WHITE PAPER
Navigate Uncertainty in Volatile Markets
The state of investor sentiment report.
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RIA NEWS

Bogart Wealth Taps New President From Focus Partner Firm

Jeffrey Fuhrman, a former partner and president of Coastal Bridge Advisors, is named president soon after Bogart received outside capital.

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INVESTING

11 Investment Must Reads for This Week (Feb. 25, 2025)

Morningstar profiled the top 15 value-creating stocks of the past decade. Several asset managers made announcements pushing distribution into the wealth channel. These are among the investment must reads we found this week for wealth advisors.

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