Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 15, 2025

RIA NEWS

Elevation Points Stakes $1B Raymond James Breakaway

Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point.

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CAREER MOVES

Hightower Hires Osaic RIA Solutions Executive as Chief Advisory Officer

The firm also promoted Scott Holsopple and Jenn Anderson to chief strategy officer and chief marketing officer, respectively.

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WHITE PAPER
Advisors: How to Emotionally Prepare for Life After Work
Are you emotionally ready to retire? Here’s how to prepare.
Download Now >

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RIA NEWS

M&A Advisory Gladstone Launches $500 RIA Seller Connection Service

M&A consultancy Gladstone Group will put RIA sellers up for buyer review for an upfront $500 fee, calling it a “democratization” of the rampant deal space.

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PODCAST

Zephyr's Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

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