WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 21, 2024

RETIREMENT PLANNING

The 23 States Where Comfortable Retirement Is Most Expensive

It will cost you at least $1 million in nearly half the country.

Read More >

REGULATION & COMPLIANCE

How Paul Atkins Could Move SEC’s Enforcement Spotlight from Firms to Individuals

According to one expert, President-elect Donald Trump’s SEC Chair nominee may pursue cases where there is “fraud or harm” to investors rather than situations where firms fail to follow compliance policies.

Read More >

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.
Download Now >
COLLEGE PLANNING

Don’t Plan College Tours Without Doing This First

Before parents allow their children to get serious about any school, they should know what the university's net price would be for their household.

Read More >

TECHNOLOGY

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

Read More >

SPONSORED VIDEO
Optimizing Charitable Giving for Tax Management
Brian C. Smith, Executive Director with Eaton Vance, discusses charitable giving strategies to optimize philanthropic intent and tax benefits.
Watch Now >
ESTATE PLANNING

T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024?

Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates.

Read More >

RIA NEWS

Captrust Adds $1.97B in Double Deal

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

Read More >

ESTATE PLANNING

Post-Election Estate Planning: A New Era

Strategic insights for business owners, artists and art collectors.

Read More >

RIA NEWS

Constellation Wealth Closes First Fund with $1B+ In Commitments

Since forming in late 2023, Constellation has made eight investments in firms, including one earlier this month in Cresset.

Read More >

RIA NEWS

Corient Makes a Splash with $7.9B Maine RIA Deal

H.M. Payson & Co., a 170-year-old firm with a trust company, will represent Corient's first Maine location.

Read More >

RIA NEWS

Summit Stakes $1.3B North Carolina RIA

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

Read More >

RIA NEWS

2024 RIA M&A Activity Sets Deal Record

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

Read More >