WM Morning Memo
 
Wealth Management Daily Memo

JULY 03, 2025

RIA NEWS

Allworth’s Latest Deal Signals a Shift in M&A Strategy

Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.

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INDUSTRY NEWS

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Members of Generation X will receive $1.4 trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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RESOURCE CENTER
Creating Winning Strategies for Ultra-High-Net-Worth Clients
To attract and retain UHNW clients, advisors must understand the market forces that are most important to them.
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EDGE TV

Grow Your Business by Telling the Right Stories

NeuBeFi's Joshua Wilson discusses the challenge that is on every advisor's mind: growth.

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ETFS

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt.

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