WM Morning Memo
 
Wealth Management Daily Memo

MAY 06, 2025

RIA NEWS

Emigrant Takes Minority Stake in Jim Dickson’s Elevation Point
Milstein-backed Emigrant, which invests in established and growing RIAs, now moves into the breakaway advisor space with a stake in Elevation Point.
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ALTERNATIVE INVESTMENTS

Blackstone Names Head of RIA Channel

Jennifer Abate joins Blackstone after over 30 years with Lazard Asset Management.

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WHITE PAPER
The Ultimate 2025 Breakaway Guide

Sponsored by Betterment Advisor Solutions

Going independent is a tough road, but when successful, advisors unlock freedom to do better—for themselves and for their clients.
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HIGH NET WORTH

Celebrities & Wealth Series: Metta World Peace on Building an Empire Beyond Basketball

From working a shift at Circuit City during his rookie year to managing his growing portfolio of investments.

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RPA
WMTV ON LOCATION
How to Build a Tech Stack That Powers Client Engagement

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Discover how advisors can build a tech stack that aligns with strategic goals and enhances every stage of the client journey.
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ETFS

How ETF Share Classes Could Transform Investor Access

Educating clients on the cost, liquidity and tax efficiency of ETF share classes may be crucial.

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