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Bitcoin illustration must reads memecoins

10 Investment Must Reads for This Week (Feb. 4, 2025)10 Investment Must Reads for This Week (Feb. 4, 2025)

Morningstar breaks down the latest buzz and developments with memecoins and other crypto assets. Trump’s whipsaw tariff moves sent shudders through various ETF sectors, reports ETF.com. These are among the investment must reads we found this week for wealth advisors.

byWealthManagement.com Staff

Feb 4, 2025

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1 Min Read

Vanguard ETFs fees

The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category

byAniket Ullal, CFRA Research

Feb 4, 2025

1 Min Read

FPA CEO Patrick Mahoney

Industry News & Trends

Financial Planning Association Head Patrick Mahoney Dies at 62 FPA CEO Patrick Mahoney Dies from Cancer

byAlex Ortolani

Feb 4, 2025

1 Min Read

Mercer Advisors

Mercer Advisors Closes First Deal of 2025 With Nashville-Area RIA Mercer Advisors Acquires $660M Nashville-Area RIA

byAlex Ortolani

Feb 3, 2025

1 Min Read

Milemarker CTO Kailash Duraiswami

Support Platforms

Data Technology Firm Milemarker Hires Its First CTO Data Technology Firm Milemarker Hires Its First CTO

byDavis Janowski - Moderator

Feb 3, 2025

1 Min Read

Jump CEO Parker Ence

Artificial Intelligence

Popular AI Startup for Advisors, Jump, Raises $20M Popular AI Startup for Advisors, Jump, Raises $20M

byDavis Janowski - Moderator

Feb 3, 2025

1 Min Read

Commonwealth Financial building

Commonwealth Snags $320M Advisor from Cambridge

Commonwealth Snags $320M Advisor from Cambridge

byDiana Britton, Managing Editor

Aspire Wealth Management founder and CEO Mark Khozozian and Fernwood Investment Management founder and Managing Member Thomas Reilly

CW Advisors Announces Double Deal in Its Own Backyard

CW Advisors Announces Double Deal in Its Own Backyard

byDiana Britton, Managing Editor

businessmen handshake arrows business growth

Purist 401(k) RPAs Will Struggle to Grow

Purist 401(k) RPAs Will Struggle to Grow

byFred Barstein, The Retirement Adviser University,

Savvy Wealth Chief Growth Officer David Weiner

Savvy Taps New Growth Officer to Bolster RIA Push

Savvy Hires RIA Growth Lead

byAlex Ortolani, Senior Reporter

Summit Financial office

Summit Stakes $700M Missouri Firm

Summit Stakes $700M Missouri Firm

byDiana Britton, Managing Editor

The Zelin Group at Morgan Stanley

Morgan Stanley Snags $700M Merrill Advisor Group

$700M Merrill Team Moves to Morgan Stanley

byAlex Ortolani, Senior Reporter

LPL Financial signage Q4 earnings

Acquisitions Fuel LPL Q4 Recruiting Results

Acquisitions Fuel LPL Q4 Recruiting Results

byDiana Britton, Managing Editor

Altadena fire

Industry News & Trends

With LA Fires, Pro Bono Advisors Brace for Long-Term Work

With LA Fires, Pro Bono Advisors Brace for Long-Term Work

byDiana Britton, Managing Editor

US Capitol

Regulation & Compliance

B/D, Advisor Advocate Coalition to Push Congress To Reform Pass-Through Tax Deduction

B/D, Advisor Advocate Coalition to Push Congress To Reform Pass-Through Tax Deduction

byPatrick Donachie, Senior Reporter

Yorkville Advisors President and Partner Mark Angelo

N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Financial Venture

NJ-Based Yorkville Advisors Tapped as RIA for Trump Media's Truth.fi

byAlex Ortolani, Senior Reporter

Creative Planning Peter Mallouk

Creative Planning's Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

byDevon Pendleton

Raymond James CEO Paul Reilly

Raymond James Sees Recruiting Cool; Ameriprise Adds 91 Advisors

Raymond James Sees Recruiting Cool, Ameriprise Adds Advisors

byAlex Ortolani, Senior Reporter

dollars graph

Alternative Investments

FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029

FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029

byElaine Misonzhnik, Senior Editor, Investments

adjusted for risk podcast Steward Partners Scott Danner wealth management M&A RIAs

Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Adjusted for Risk: M&A Trends in Wealth Management

byRyan Nauman, Market Strategist

Pitcairn President and CEO Andrew Busser

Pitcairn Announces First Acquisition in 102-Year History

Pitcairn Announces First Acquisition in 102-Year History

byDiana Britton, Managing Editor

Fidelity Investments

Regulation & Compliance

Investors File Claim Against Fidelity Over Lax Supervision of RIA

Investors File Claim Against Fidelity Over Lax Supervision of RIA

byPatrick Donachie, Senior Reporter

Stifel CEO Ron Kruszewski

Stifel Slows Advisor Growth Even as Wealth Revenue Hits Record

The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.

byAlex Ortolani, Senior Reporter

handshake merger

DeVoe: RIA M&A Activity Hit a New High in 2024

DeVoe: RIA M&A Activity Hit a New High in 2024

byAlex Ortolani, Senior Reporter

LPL financial building signage

$1B California Team Jumps From Osaic to LPL

$1B California Team Jumps From Osaic to LPL

byPatrick Donachie, Senior Reporter

CIOs Wrestle with DeepSeek Fallout

CIOs Wrestle with DeepSeek Fallout

byDavid Bodamer, Executive Editor, Investments

401k Real Talk with Fred Barstein 401ks DC plans retirement plan advisor

401(k) Real Talk Episode 137: January 29, 2025

401(k) Real Talk Episode 137: January 29, 2025

byFred Barstein, The Retirement Adviser University,

Hub International office

Hub International Acquires $2B Commonwealth Practice

Hub International Acquires $2B Commonwealth Practice

byDiana Britton, Managing Editor

U.S. Rep. Lori Chavez-DeRemer is President Donald Trump's nominee for DOL secretary.

Regulation & Compliance

Broker Advocates Uncertain About Trump’s Labor Secretary Choice

Broker Advocates Uncertain About Trump’s Labor Secretary Choice

byPatrick Donachie, Senior Reporter

SageSpring Wealth Partners President Jeffrey Dobyns

Dynasty Adds $6.4B RIA SageSpring from Raymond James

Dynasty Adds $6.4B RIA SageSpring from Raymond James

byAlex Ortolani, Senior Reporter

Osaic IBD signage

Osaic Adds $6B Navy Federal Investment Services To Institutions Platform

Osaic Adds $6B Navy Federal Investment Services To Institutions Platform

byPatrick Donachie, Senior Reporter

Mariner Marty Bicknell

Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit

Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit

byPatrick Donachie, Senior Reporter

William “Bill” Bruen Jr. and his son Andrew Bruen

$1.3B Father-Son UBS Team Jumps to LPL

$1.3B Father-Son UBS Team Jumps to LPL

byPatrick Donachie, Senior Reporter

Sequoia Financial

Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA

Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA

byDiana Britton, Managing Editor

RIA Edge Podcast Focus Financial CEO Michael Nathanson

RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

RIA Edge Podcast: Focus CEO Michael Nathanson

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com