WM Morning Memo
 
Wealth Management Daily Memo

MARCH 20, 2025

ESTATE PLANNING

Who Will Inherit Gene Hackman’s $80M Estate?

Questions swirl after he and his wife were discovered dead in their home.

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RIA NEWS

Minority RIA Investors Seek to Offer Financial Backing That Doesn't Impede on Independence

At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.

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RESOURCE CENTER
Women, Wealth, and Retirement Planning

Sponsored by Athene

Tools and strategies to help your female clients and your business thrive.
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COMMENTARY

Rich Santos: An Appreciation

A colleague offers his remembrances of our former publisher.

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RPA

The Importance of the Wealthies for the RPA Industry

Nominations for the 11th annual WealthManagement.com Industry Awards close April 3.

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SPONSORED VIDEO
What Is a CAT Bond?

Sponsored by Amundi Asset Management

Learn how CAT Bonds offer investors a unique way to participate in insurance risk.
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