WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 30, 2025

RIA NEWS

Pitcairn Announces First Acquisition in 102-Year History
The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.
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EQUITIES

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.

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2025 MARKET OUTLOOK
Advising The Next Generation
As the Great Wealth Transfer unfolds, advisors can position themselves for success by embracing new technologies that save time and improve client relationships.
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RPA

How to Handle the Expected Tsunami of New 401(k) Plans

How lessons from rideshare apps can help the DC industry better serve inexperienced advisors and brokers.

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HIGH NET WORTH

Ten Tips for Raising Competent Adults Amidst Wealth

Ideas for nurturing children with responsibility and independence.

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WHITE PAPER
2025 FMG Marketing Guide
A comprehensive blueprint to building a marketing strategy that truly moves the needle.
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Trending Podcasts

RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

Focus CEO Michael Nathanson details the firm's evolution from a consortium of independent companies to a "hub" organization strategy.

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The WealthStack Podcast: 2025 WealthTech Projections and Predictions with Davis Janowski

WealthManagement.com's Davis Janowski sets the stage for a transformative year in wealthtech.

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EQUITIES

CIOs Wrestle with DeepSeek Fallout

The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks.

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