WM Morning Memo
 
Wealth Management Daily Memo

MAY 05, 2025

COLUMN

Arta Finance: An AI-Powered Private Bank for the HENRYs

Caesar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires.

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RIA NEWS
MAI Capital Management Taps iCapital for In-House Alts Platform
The RIA will integrate iCapital’s tech into its custom in-house platform to manage alternative investments.
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WHITE PAPER
The Great Wealth Transfer, “Peak 65,” is Here
Three critical strategies to help advisors turn heirs into clients.
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INVESTING STRATEGIES

What Clients Must Remember About the Stock Market and Tariffs

If they are in the market, they should stay in the market. If they are in cash, then they should stay in cash equivalents.

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CLIENT RELATIONS

How To Price Subscriptions

Subscriptions can work for your practice only if they are developed and deployed customized for each client.

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RESOURCE CENTER
Fixed Income: A Risk-Adjusted Opportunity
Navigating The Current Landscape
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REAL ESTATE

Inside the Family Office Advantage in Private Real Estate: What RIAs Should Know

By integrating family office strategies into their practices, RIAs can offer clients diversification and downside protection.

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