WM Morning Memo
 
Wealth Management Daily Memo

JULY 16, 2025

CAREER MOVES

SEIA Hires Financial Planning Lead from Fidelity
Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.
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INDUSTRY NEWS

JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

The firm requested a temporary restraining order against former employee Lorraine Calcote, who left the bank to join Wells Fargo in June.

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WHITE PAPER
2025 Firm Growth Survey: Advisor Priorities vs. Investor Needs
The 2025 Firm Growth Survey reveals top trends driving growth.
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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

In addition, NorthRock Partners acquired a Bay Area firm that works with tech employees, and Aon’s NFP brought on a Tennessee-based wealth manager.

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INVESTING STRATEGIES

Diversification is SO Back

The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

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WMIQ RESEARCH REPORT
WMIQ Research: Advisory Firm M&A Momentum Continues Strong into 2025
A new study reveals how cultural alignment emerges as key success factor for M&A growth.
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