WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 04, 2025

RIA NEWS

Savvy Taps New Growth Officer to Bolster RIA Push
The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.
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ALTERNATIVE INVESTMENTS

Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline

Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.

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RPA

Purist 401(k) RPAs Will Struggle to Grow

The age of acute specialization is over.

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TECHNOLOGY

How AI is Assisting Advisors in Providing Estate Planning Insights

Estate planning isn’t just for the ultra-wealthy.

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