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WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 09, 2025

IBD NEWS

Atria Founders Step Away From LPL

Atria co-founders Doug Ketterer and Eugene Elias Jr. say they've reached the end of their journey with the firm as it completes its roll-up into LPL.

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RIA NEWS

RIA Soltis Hires M&A Executive from Carson Group

Jeffrey Harris, formerly of Carson Group’s acquisition team, will lead M&A and partnerships for $10 billion Utah-based RIA Soltis.

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RESOURCE CENTER
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Active strategies, ETF trading tips, and tax-smart moves.
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ALTERNATIVE INVESTMENTS

XA Investments Launches Interval Fund Index

The total return index tracks 77 interval and tender offer funds with a combined $103 billion in net assets.

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401K TV

401(k) Real Talk Episode 147: April 9, 2025

Open, honest and candid discussion about March jobs numbers, Commonwealth ruling overturned, PEPs in DC plans and the future of revenue sharing.

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FASTCHAT VIDEO
Keys to Finding the Perfect Fit for Your Practice

Sponsored by Wells Fargo Advisors

Hear Joel Coleman explain why while there are no perfect firms, there are perfect fits for your practice – and learn how you can find yours.
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EQUITIES

US Stocks Surge Most in 5 Years as Trump Delays Some Tariffs

The S&P 500 Index surged 8.7% in afternoon trading, posting the biggest gain since 2020.

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