Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 29, 2025

ALTERNATIVE INVESTMENTS

Edward Jones Adds Alts to its Private Client Service

The firm is working with tech platform CAIS to broaden its menu of alternative investments for high-net-worth clients.

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RIA NEWS

Merit Acquires RIA with Hit Financial YouTube Channel

Merit’s acquisition of Safeguard Wealth Management Group will bring over $597 million in client assets, but more importantly, a financially-focused YouTube channel that regularly clocks tens of thousands of views.

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RESOURCE CENTER
Fixed Income: A Risk-Adjusted Opportunity
Navigating The Current Landscape
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WEALTHTECH

Tech Consultancy F2 Strategy to Acquire MD Solutions

F2 Strategy will offer wealthtech implementations after acquiring MD Solutions.

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MUST READS

12 Investment Must Reads for This Week (April 29, 2025)

Schwab is raising minimum fees for model providers selling to advisors from $100,000 to $300,000, reports FundFire. ETF launches hit a new record in the first quarter, but a Morningstar analyst raised concerns about the quality of many of the new funds. These are among the investment must reads we found this week for financial advisors.

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