WM Morning Memo
 
Wealth Management Daily Memo

MARCH 05, 2025

ALTERNATIVE INVESTMENTS

Q&A: Macquarie Makes its Play for Wealth Investors

The Australian-based asset manager has taken steps to integrate its investment products under one banner as it focuses on the U.S. wealth channel.

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RIA NEWS
Captrust Acquires $1.4B Charlotte RIA
Carolinas Investment Consulting will be Captrust’s second Charlotte location.
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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?

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Learn how to activate the potential of fixed income.
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RIA NEWS
Mariner Books Its First Independent to In-House RIA Move
CEO Marty Bicknell says that Ocean Heights Advisors’ move to become a full Mariner firm showcases the mega-RIA’s strategy of providing a succession pathway for W-2 advisors.
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INVESTING STRATEGIES

FUSE: Majority of Advisors Plan to Maintain or Grow Use of OCIO Services

Roughly two-fifths of advisors surveyed plan to increase client allocations, while an additional 54% plan no change.

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SPONSORED VIDEO
What Is a CAT Bond?

Sponsored by Amundi Asset Management

Learn how CAT Bonds offer investors a unique way to participate in insurance risk.
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