Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 22, 2025

RIA NEWS

Recently Launched LinePoint Adds CMO, Chairman

Family office platform LinePoint Partners adds Lauren Colonna as CMO, Cooper Rey as chairman, and Anton Marinchik to its executive committee, bolstering its UHNW advisor platform.

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WEALTHTECH

Addepar Acquires AI Workflow Automation Startup Arcus

With the new technology, Addepar said it can accelerate its use of automation and AI throughout its existing platform.

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WMTV ON LOCATION
Transforming Data into Growth: AI-Powered Advisor Insights
How advanced AI is helping advisors uncover opportunities, drive retention, and scale smarter.
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HIGH NET WORTH

'If You’ve Seen One Family Office …': Debunking the Snowflake Myth

When it comes to single-family offices, the landscape is more structured than it appears.

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MARKETING

Advisors, You Don’t Need To Be MrBeast

A financial advisor's journey into video marketing.

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WEBINAR
Mid-Year Developments in Estate Planning
Join our panel for key 2025 estate planning updates, from tax changes to court decisions and planning strategies.
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