Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 01, 2025

CAREER MOVES

$32.6B EP Wealth Hires Integrations Head From Captrust

Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.

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RIA NEWS

Ex-BofA Private Bank Exec Comes Out of Retirement to Join $2B RIA Fidelis Capital

Paul Trippe was drawn to the firm’s model of limiting the number of client relationships per advisor.

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IBD NEWS

Raymond James Adds $1.1B New York Team From Ameriprise

The Valhalla, N.Y. group will establish three separate practices on Raymond James’ independent platform.

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ETFS

14 Investment Must Reads for This Week (July 1, 2025)

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.

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