WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 13, 2025

INDUSTRY NEWS

Q&A: Dave Breslin Ushers General Catalyst Into the Wealth Business

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far.

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WEALTHTECH
Kabir Sethi Joins Board Of AI Startup Zeplyn
The AI-powered note-taking tech provider for advisors faces growing competition.
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WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
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PODCAST

Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure.

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RPA

Forfeiture Lawsuits Set to Upend 401(k) Plans

A recent lawsuit filed by Schlichter against Charter Communications’ DC plan with over $7 billion and 100,000 participants, is one of many.

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SPONSORED VIDEO
Cultivating Talent and Driving Organic & Inorganic Growth
Investing in employee development and mentorship.
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WEALTHTECH

Robinhood Revenue Doubles, Fueled by Surge in Crypto Trading

Revenue grew to $1.01 billion in the quarter, beating Wall Street analyst estimates of $940.8 million for the three-month period.

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