WM Morning Memo
 
Wealth Management Daily Memo

MARCH 27, 2025

WEALTHTECH

Robinhood Launches Robo, Private Banking Capability
Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estate planning and tax advice exclusively for Gold members.
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RIA NEWS
XYPN Sets New Recruitment Record in 2024
A record 456 advisors joined Michael Kitces and Alan Moore’s 11-year-old support network, evenly split between startups and those with an established book of business.
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RESOURCE CENTER
Women, Wealth, and Retirement Planning

Sponsored by Athene

Tools and strategies to help your female clients and your business thrive.
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RIA NEWS

Wealth Enhancement Bolsters AUM with Deal for $4.3B Marcum Wealth

The Minneapolis-RIA continues a torrid pace of dealmaking in 2025, bringing total AUM to $111.8 billion.

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HIGH NET WORTH

New Rules Narrow Corporate Transparency Act

U.S. companies and individuals are now exempt from reporting requirements.

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SPONSORED CONTENT
Venturi Wealth's Organic Growth Strategy

Sponsored by Fidelity Investments

Prioritizing client relationships and long-term sustainability.
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