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WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 04, 2025

RIA NEWS

Compound Planning Snags $1.2B Iowa Team from Choreo

The self-described digital family office has also hired a new chief compliance officer, Courtney Holt, from Perigon Wealth Management.

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REGULATION & COMPLIANCE

SEC Crypto Group Announces Roundtables, New Members

The steps forward for the Crypto Task Force come as eligible employees at the SEC are reportedly being offered a $50,000 buyout to retire or resign.

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RESOURCE CENTER
Women, Wealth, and Retirement Planning

Sponsored by Athene

Tools and strategies to help your female clients and your business thrive.
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MUST READS

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

Morningstar analyzed the mechanics of State Street and Apollo’s new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios. These are among the investment must reads we found this week for wealth advisors.

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RPA

Plan Sponsors Driving 401(k) Industry Consolidation

Any fragmented industry that can consolidate eventually will.

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WEBINAR
Smart Tax Deferral Strategy: A 1031 Exchange Guide for Clients Selling Investment Properties

Sponsored by Hamilton Zanze Real Estate Investments

Join us on March 20th as an expert panel walks through the scenarios investment property owners face, why they choose to transition from hands-on property management, the 1031 exchange process, and the tax-saving opportunities available through a 1031 exchange.
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