WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | A Kansas federal judge said there was some overlap between the litigation and arbitration against former Edelman advisors who left for Mariner, but it wasn’t “significant enough” to justify a pause in the case. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Oden left Schwab late last year after more than 30 years at the company. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by United Planners Financial Services | | Aaron Spradlin, chief information officer at United Planners shares the company's technology philosophy, emphasizing advisor independence and exceptional customer service. WATCH NOW |
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| MUST READS | | | | WealthManagement.com Staff | | Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space. Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter. LISTEN NOW |
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| WMTV ON LOCATION | | | | Sponsored by FP Alpha | | FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients. WATCH NOW |
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