WM Morning Memo
 
Wealth Management Daily Memo

MARCH 18, 2025

INDUSTRY NEWS

Edward Jones Aims To Balance HNW Focus With 'Main Street' Reputation

According to Managing Partner Penny Pennington, Edward Jones’ newly-announced HNW service will also benefit the “less affluent” clients it assists.

Read More >

      Advertisement

RIA NEWS
Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership
Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.
Read More >
FASTCHAT VIDEO
AI in Focus: Unlocking Innovation, Growth, and Investment Insights
Listen in as Shannon Rosic sits down with Andrew Choi to explore the transformative role of artificial intelligence in investment strategies.
Watch Now >

      Advertisement

RIA NEWS

Kitces Survey Shows 'Sweet Spot' of One Advisor, Two Staff Member Teams

New research illustrates the “diminishing returns” possible from team building, even as the industry is focused on scaling up.

Read More >

PODCAST

Zephyr's Adjusted for Risk: Investing in Professional Sports Through Private Equity

Shana Sissel shares her insights into the groundbreaking private equity deals in NFL teams and what it all means.

Read More >

SPONSORED CONTENT
Building for the Next Generation
Wealth Enhancement Group's approach to long-term success.
Watch Now >