WM Morning Memo
 
Wealth Management Daily Memo

JUNE 23, 2025

RIA NEWS

Q&A: &Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m.

Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake.

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COLUMN

Our Technology Columnist's Takeaways from Wealth Management EDGE

Our roving columnist shares some of the many technology tidbits he brought home from the annual Wealth Management EDGE conference.

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WHITE PAPER
Scaling Risk Oversight Across Complex Client Portfolios
Case study: How MSCI Wealth Manager helps unify risk insights for complex wealth portfolios.
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FIXED INCOME

Seven Bond Myths Every Advisor Should Know

What you see is not always what you get.

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COMMENTARY

A Managed Accounts Case About More Than Managed Accounts

The Bechtel opinion is an important one for advisors.

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