Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 05, 2025

RIA NEWS

Pershing INSITE: Why Acquiring May Be Easier Than Integration

The head of a $28.5B RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth.

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ETFS

VanEck Launches ETF That Will Invest in Alternative Asset Managers

The ETF’s holdings will include private equity giants Blackstone, KKR and Apollo, among others.

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WHITE PAPER
Scaling Risk Oversight Across Complex Client Portfolios
Case study: How MSCI Wealth Manager helps unify risk insights for complex wealth portfolios.
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ALTERNATIVE INVESTMENTS

Financial Planners Significantly Ramped Up Alternatives Use In 2025

A survey from the Financial Planning Association and the Journal of Financial Planning shows advisors are worried about market volatility.

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RETIREMENT

Medicare Uncertainty Creates Opportunity For Advisors

With so many people looking for Medicare advice, why not be a provider?

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WMIQ RESEARCH REPORT
WMIQ Research: Advisory Firm M&A Momentum Continues Strong into 2025
A new study reveals how cultural alignment emerges as key success factor for M&A growth.
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