Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 14, 2025

RIA NEWS

Hightower CEO Change Could Signal Next Phase of RIA's Growth

After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers.

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CAREER MOVES

AssetBook CEO Marwa Zakharia Steps Down

Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.

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WMIQ RESEARCH REPORT
Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness
Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.
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CAREER MOVES

David Canter Joins Green Investment Company

The former president of Bluespring will serve as chief business development officer for Invest.Green’s upcoming SPAC.

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INDUSTRY NEWS

Deals & Moves: LPL, Ameriprise Add Advisors Amid Mounting Legal Disputes

Emigrant Partners invests in $2.8 billion Principle Wealth, and Choreo hires for a new role of HR chief.

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