Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 24, 2025

IBD NEWS

Nagengast Lawsuit Against Osaic Concerns Minority Sale to Firm Employees

In a complaint made public today, the former Securities America CEO claimed Osaic hadn’t paid him “the full amount” per his separation agreement.

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CAREER MOVES

$30B SEIA Hires Matt Matrisian as President

Matrisian, who headed growth efforts at AssetMark, will work on acquisitions and improving advisor services for SEIA.

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FASTCHAT VIDEO
Keys to Finding the Perfect Fit for Your Practice
Hear Joel Coleman explain why while there are no perfect firms, there are perfect fits for your practice – and learn how you can find yours.
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CAREER MOVES

Former Realta CEO Joins IFP as President, COO

Kevin Keefe, who left Realta in February, joins the C-Suite of San Diego-based Independent Financial Group, a privately-held independent broker/dealer.

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ETFS

Tariff Impact on Stock Dispersion Creates New Opportunities for ETF Investor, Issuers

The tariff policy uncertainty and resultant market volatility have created a challenging market environment for investors and fund managers.

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WHITE PAPER
Private Credit: From Direct Lending to CRE Debt
The landscape of private credit investments is undergoing significant shifts.
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