WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 17, 2025

REGULATION & COMPLIANCE

DOL Puts Fiduciary Rule on Hold

The government seeks to suspend pending litigation surrounding the fiduciary rule, to allow the Labor Department to decide how to proceed under the new administration.

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PROFESSIONAL DEVELOPMENT

The Right Way to Build a Team

Three strategies to foster long-term alignment, growth and, ultimately, a legacy.

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FASTCHAT VIDEO
Unlock Specialized Client Services with the Private Bank
Discover how high-net-worth clients can have a “full array of options” for investing and banking capabilities at Wells Fargo.
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WEALTHTECH

The Data Demands for Cross-Border Wealth Management Innovations

Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations.

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WEALTHTECH

WealthStack Roundup: The End For Morningstar Office

The major data provider retires its longtime advisor platform and inks a deal with SS&C Black Diamond as a transition; BetaNXT DataXChange emerges out of beta; and LIMRA launches AI guides.

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SPONSORED VIDEO
Driving Growth Through Technology and Client Service
Expanding service offerings to attract and retain multi-generational clients.
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