Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.
Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.
The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.
Zephyr Market Strategist Ryan Nauman shares his favorite clips from Adjusted for Risk podcast episodes over the past year.
