WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 25, 2025

INDUSTRY

The Top 10 Wealth Management M&A Deals in 2024

Private equity dominated deal activity in 2024, sowing the seeds for more M&A and tuck-in acquisitions, according to Echelon Partners.

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ESTATE PLANNING

Key Takeaways from Heckerling 2025

Trusts & Estates advisory board members share their views on the looming sunset, purpose trusts and more.

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WHITE PAPER
2025 FMG Marketing Guide
A comprehensive blueprint to building a marketing strategy that truly moves the needle.
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TECHNOLOGY

Caribou And Its HealthPlanner Technology Acquired By Move Health

The combined startups will provide advisors with seamless health planning from analysis to enrollment.

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Trending Podcasts

The WealthStack Podcast: 2025 WealthTech Projections and Predictions with Davis Janowski

WealthManagement.com's Davis Janowski sets the stage for a transformative year in wealthtech.

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PEOPLE

Chris Todd Named Envestnet CEO

Envestnet's board went outside the industry in tapping Todd, who most recently was chief executive of workforce management software firm UKG.

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REGULATION & COMPLIANCE

New Acting SEC Chair Uyeda Launches Crypto Task Force

The new task force will be led by Commissioner Peirce and was unveiled by an SEC release criticizing the commission’s prior approach to crypto enforcement.

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PEOPLE

Merchant-Backed Fin.Link Hires New President

Zander Heinen joins the company from Live Oak Bank as it prepares to launch a social networking feature.

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RIA NEWS

Carson Group Fully Acquires $1B Chicago Firm

Carson Wealth Chicago includes more than 15 advisors across five locations and follows Carson Group’s purchase of an independent partner firm with locations in Iowa and Las Vegas.

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ETFS

From Bogleheads to Gearheads: U.S. ETFs Are Rapidly Increasing in Complexity

In 2024, 40% of the new ETFs listed in the U.S. used derivatives as a significant component of their investment strategy, up from 20% in 2014.

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ESTATE PLANNING

KKR Combines $157B Infrastructure, Real Estate Businesses

The reorganization coincides with a growing convergence between infrastructure and real estate, exemplified by the boom in demand for data centers that power artificial intelligence.

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