WM Morning Memo
 
Wealth Management Daily Memo

JULY 17, 2025

RIA NEWS

Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging
Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains.
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HIGH NET WORTH

Wimbledon Winners Served a Major Tax Bill

Their prize money could be cut nearly in half.

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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?
Learn how to activate the potential of fixed income.
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PODCAST

The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

Move Health founder Drew Shockley’s road to success was not a straight path. He opens up about the personal and professional lessons he learned along the way.

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ALTERNATIVE INVESTMENTS

Debating Private vs. Public Infrastructure in Client Portfolios

Private infrastructure investments offer less volatility, while public provides easy access and daily liquidity.

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WMIQ RESEARCH REPORT
The 2025 WealthStack Study
How technology is driving the growth of wealth management firms and re-shaping the industry.
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