WM Morning Memo
 
Wealth Management Daily Memo

MARCH 14, 2025

COLLEGE PLANNING

A Scary Time for Student Loan Repayment Programs

The battle over federal repayment plans could prove to be extremely consequential and costly to millions of borrowers.

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RIA NEWS
Summit Stakes $830M New Jersey RIA
The deal with Gateway Advisory represents Summit's 21st investment since the start of 2024.
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SPONSORED CONTENT
The Importance of Talent in Driving Client Relationships and Business Growth

Sponsored by Fidelity Investments

Building a High-Performing Team Through Strategic Recruitment and Development.
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M&A

Will the Second Trump Administration Be Good for M&A?

How tariffs, interest rates, taxes and antitrust policies could impact short- and long-term business decisions for advisors.

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PODCAST

The Diamond Podcast for Financial Advisors: The Key to Attracting and Retaining Top Talent

This is a special episode designed for firms with a focus on enhancing recruiting efforts and advisors who want to attract new team members.

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WHITE PAPER
Navigating the CRE Loan Maturity Wave

Sponsored by Alternatives by Franklin Templeton

Exploring strategies and outcomes as billions in commercial real estate debt comes due.
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