WM Morning Memo
 
Wealth Management Daily Memo

APRIL 10, 2025

WEALTHTECH

Pete Dorsey Launches Client-Led Digital Financial Planning App

Dorsey has been quietly building Wing, an application to help advisors serve next-gen clients at scale and eventually capture money in motion.

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RIA NEWS

MissionSquare Retirement Hires Product Lead to Bolster Personal Wealth Unit

The plan provider with 1.3 million public service worker accounts has hired a former MassMutual executive to lead retail product offerings in a week market tumult has taken its toll on 401(k) plans.

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SPONSORED CONTENT
MIC Agenda Announced
Register for the Morningstar Investment Conference today.
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RIA NEWS
Deals & Moves: Waverly, Uptick and First Manhattan Add RIAs
In addition, Merit joins Fidelity’s referral program, Carson Group, LPL and Crusonia snag new advisors.
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HIGH NET WORTH

Anne Heche’s Son Trying to Settle Loose Ends Involving Her Estate

He’s attempting to sell off assets to satisfy outstanding creditors.

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RESOURCE CENTER
Women, Wealth, and Retirement Planning
Tools and strategies to help your female clients and your business thrive.
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FIXED INCOME

Inflation-Fighting TIPS for Today’s Uncertain Times

One way to increase the return on bonds over the long run is to use inflation-adjusted bond instruments.

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WMTV ON LOCATION

Moving to Europe? What U.S. Investors Need to Know

More Americans are exploring life in Europe—but managing money across borders isn’t simple.

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