Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 29, 2025

EQUITIES

CIOs Wrestle with DeepSeek Fallout

The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks.

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INDUSTRY

$1B California Team Jumps From Osaic to LPL

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

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WHITE PAPER
Survey Findings: How Independent Advisors are Weathering Industry Shifts
Advisors share how they are growing their firms while navigating an ever-changing industry landscape.
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401K TV

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

Open, honest and candid discussion the impact of the Trump administration on DC plans, student loan programs, the expected tsunami of 401(k)s and more.

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ETFS

Trump’s Media Firm Makes Finance Push in Crypto, ETFs

The new brand will offer investments based on “America-First principles,” with brokerage Charles Schwab Corp. advising on products and strategy.

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WHITE PAPER
2025 FMG Marketing Guide
A comprehensive blueprint to building a marketing strategy that truly moves the needle.
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