Wealth Management Daily Memo

APRIL 28, 2025

IBD NEWS

Edward Jones Shuffles Leadership Amid Push to Bolster Financial Planning

David Chubak will become wealth and field management head as the firm tries to position itself better for future wealth trends.

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RIA EDGE PODCAST

Building Wealth Firms That Last with Mark DeLotto

Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.

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FASTCHAT VIDEO

Serving the Unique Financial Needs of Athletes

Sponsored by Wells Fargo Advisors

Hear Allen Schreiber, Partner at TSG Wealth Management, discuss how his firm meets the needs of their clients with the help of Wells Fargo Advisors Financial Network.

GROWTH STRATEGIES

Four Key Questions to Help Unlock the Value of Your Practice

How you manage your practice today could have a major impact on its value when it comes time for a liquidity event.

REAL ESTATE

Tokenized Real Estate vs. Publicly Traded REITs and Real Estate ETFs

Weighing two paths to digital and diversified property investments.

SPONSORED CONTENT

CLOs Explained by a Market Expert

Sponsored by Oxford Funds, LLC

Learn what CLOs are and why they matter.

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