WM Morning Memo
 
Wealth Management Daily Memo

MAY 01, 2025

ALTERNATIVE INVESTMENTS

Ten Recent Developments in 'Democratizing' Private Markets

Recapping some of the recent news in the rapid evolution of the alternative investment space for the wealth channel.

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CAREER MOVES
MarketCounsel Exec Takes on Business Development Role at Binah
As chief business and engagement officer, Ryan Marcus will implement a business development strategy across Binah’s three b/ds.
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WHITE PAPER
Harnessing Data Analytics & AI for Personalized Client Insights
Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.
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PROFESSIONAL DEVELOPMENT

CFPs Likely to Pay Higher Renewal Fee, Though Some Question ROI

Advisors responding to a $120 price hike on the CFP designation question the value of spending it on marketing campaigns, but supported the designation for their practice.

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HIGH NET WORTH

Will of Former Zappos CEO Found Years After His Death

The family waits for the other shoe to drop.

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SPONSORED WEBINAR
GrowthTech Summit: AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms
A virtual summit designed for financial advisors at RIAs committed to driving growth through innovative technology.
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ALTERNATIVE INVESTMENTS

Morgan Stanley Offers PE Fund for Wider Swath of Millionaires

Morgan Stanley's new North Haven Private Assets Fund offers institutional-quality private equity exposure to a wider audience, with a $25,000 minimum investment and simplified structure.

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