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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 10, 2025

INDUSTRY

Bank of America Ramps Up New Wealth Division with Citi, UBS Alums

BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.

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RIA NEWS

Snowden Lane Claws Back Majority Stake from Private Equity Owner

Two-thirds of the firm is now owned by remaining shareholders, including advisors and employees.

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WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

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ALTERNATIVE INVESTMENTS

Shifting Interest Rate Expectations Alter Wealth Managers' Alts Exit Plans

A survey conducted in October by Ocorian found higher-for-longer rates are impacting investment hold period expectations.

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HIGH NET WORTH

Security and Estate Planning: New Considerations for UHNW Families

Security is becoming a central consideration in structuring everything from family offices to succession plans.

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RESOURCE CENTER
Women, Wealth, and Retirement Planning

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