Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 23, 2025

IBD NEWS

Osaic Rolls Out Digital Loan Marketplace to Advisors

Osaic's CapitalHub is a white-labeled version of Community Capital Technology’s platform and national loan originations network, including more than 1,400 financial institutions nationwide.

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INDUSTRY NEWS

DOJ: Massachusetts Couple Used COVID-19 Loans To Fund $3M+ Ponzi Scheme

Milendophe Duperier and Vanessa Joseph agreed to plead guilty to conspiracy to commit wire fraud. According to the DOJ, Duperier falsely claimed he was an advisor to steal from clients.

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RESOURCE CENTER
A Practical Guide to Launching Your Own RIA
A comprehensive guide to achieving independence by launching your own RIA firm, covering essential legal, operational, and client transition steps to turn your vision into reality.
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INDUSTRY NEWS

Deals & Moves Roundup: Mather Group, Great Diamond Buy RIAs

In addition, $15 billion Aspiriant adds six partners, QTR Wealth announces its RIA independence and LPL snags an $850 million advisory from Cetera.

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ESTATE PLANNING
FASTCHAT VIDEO
United Planners: Where We Were, Where We Are, and How We Got There
From an advisor-owned start to a fiercely independent present, discover how United Planners' unique culture became its unstoppable growth engine.
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