Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 21, 2025

RIA Channels

RIA Channel Continues to Attract FA Movers

The past six months saw the RIA channel gain the most net new advisors, though wirehouse breakaways were most likely to take a half-step to hybrid models, according to the new data from AdvizorPro.

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Investment

Vanguard Unveils Fixed Income Model Portfolios

The two fixed-income model portfolios come at a time when advisors continue to gravitate to model portfolios.

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Webinar
Data Modernization Benchmarking Survey
The winning strategies of data-minded leaders.
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Industry

Interval Fund Stalwart Cliffwater Receives Backing from TPG, Temasek

The two investment firms are taking a minority stake in Cliffwater, manager of the single largest U.S. interval fund.

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White Paper
Survey Findings: How Independent Advisors are Weathering Industry Shifts
Advisors share how they are growing their firms while navigating an ever-changing industry landscape.
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Podcast

Wealth Management Invest: CAIS’s Brad Walker on Making Alternative Investments Accessible

Discover why independent wealth managers and RIAs increasingly incorporate alts into client portfolios and the innovative trends making this possible.

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