Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 01, 2025

RIA NEWS

$27B Choreo Taps Former Edelman Exec as CEO
Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.
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RIA NEWS
Mercer Acquires $1.1B Boston-Area RIA
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.
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WMIQ RESEARCH REPORT
Closing the Perception Gap
Five actionable insights to help you meet your HNW and UHNW client needs.
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HIGH NET WORTH

Celebrities & Wealth Series: Q&A with USMNT and MLS Veteran Alejandro Bedoya

The professional footballer always stays connected to his diversified portfolio—even on away trips.

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PODCAST

ETFs Explained: Innovations, Trends, and the Investment Landscape

Zephyr's Ryan Nauman and CFRA's Aniket Ullal discuss the complexities of active ETFs, ETFs as a share class, debunking misconceptions, and the rise of complex products such as options-based and leveraged ETFs.

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WHITE PAPER
The Stars Align for International Stocks
International stocks: Attractive valuations & huge catalysts
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