Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 28, 2025

REGULATION & COMPLIANCE

DOL Opens Door for Crypto in 401(k)s

“The Biden administration’s Department of Labor made a choice to put their thumb on the scale,” said U.S. Secretary of Labor Lori Chavez-DeRemer.

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INDUSTRY NEWS

Cerulli: 23% of Affluent Investors Still Open to Commission-Based Fees

Even as the advisor industry has embraced fee-based compensation models, nearly one-quarter of affluent investors still prefer a one-off, commission-based structure.

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WHITE PAPER
2025 Firm Growth Survey: Advisor Priorities vs. Investor Needs
The 2025 Firm Growth Survey reveals top trends driving growth.
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ARTIFICIAL INTELLIGENCE

Commonwealth Makes AI Notetaking Platform Zocks Available to Its Advisors

While advisors will pay for the technology, Commonwealth will manage it, associated security and compliance.

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RIA NEWS

Ex-Rochdale Investment CEO, Team Launch RIA Sandro Wealth

Garrett D’Alessandro leads a team of City National Rochdale alumni at a new RIA and wealth platform for ultra-high-net-worth clients.

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WMTV ON LOCATION
Marketing That Matters: Telling Your Firm’s Real Story
In a sea of sameness, RIAs that win are the ones that stop selling and start storytelling.
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PODCAST

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

Katrina Radenberg discusses Mariner's organic growth strategies, the impact of their foundation and attracting next-gen talent in wealth management.

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