WM Morning Memo
 
Wealth Management Daily Memo

JULY 07, 2025

M&A

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Carson makes 28th full acquisition, LPL recruits from Osaic, and RBC adds two Nashville area teams from Janney Montgomery Scott.

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INVESTMENT

The Promise of Direct Indexing—And the Disconnect Holding It Back

Direct indexing, as offered today, is operationally burdensome, difficult to communicate and often not differentiated enough to justify the effort.

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Learn how to activate the potential of fixed income.
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WEALTHTECH

The Word on WealthTech for June 2025

F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

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HIGH NET WORTH

Corona Heiress’ Family Office Prepares for $8B Succession

Maria Asuncion Aramburuzabala’s two sons are the same age she was when she took over the family business, Grupo Modelo. But they’ve had time to earn their stripes while she was thrust into it following the death of her father.

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