WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 27, 2025

REGULATION & COMPLIANCE

Arete Wealth Fights Back on SEC Charges

In a letter to Acting SEC Chair Mark Uyeda, the Chicago-based firm called the recent complaint a retaliation and cited “rushed efforts” by SEC staff to push through the filing in the final days of Gary Gensler’s tenure.

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HIGH NET WORTH

Trump’s Back: Now What?

What can we learn from the Tax Cuts and Jobs Act experience?

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2025 MARKET OUTLOOK
After the Landing
2025 brings promising investment opportunities with lower interest rates boosting real estate, small-cap stocks, and global assets.
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TECHNOLOGY

The Tech You Use Doesn’t Matter

It’s how you use it, why and how you explain that value proposition to your clients.

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ETFS

America’s Best Stock Picker Keeps Beating Passive Funds

Fidelity’s Adam Benjamin keeps proving wrong the narrative that actively managed funds are inferior to those tracking indexes.

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