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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 21, 2025

TECHNOLOGY

Chris Todd Named Envestnet CEO

Envestnet's board went outside the industry in tapping Todd, who most recently was chief executive of workforce management software firm UKG.

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CLIENT RELATIONS

Survey: Investors Value Trust in Advisors More Than Performance

The survey also looked at what factors contribute to a sense of trust between investors and financial advisors.

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2025 MARKET OUTLOOK
Tax Policy Uncertainty Creates Incredible Opportunity for Advisors

Sponsored by C2P

As tax changes approach in 2025, advisors can help clients manage higher tax rates, expiring deductions, and reduced estate exemptions, ensuring they minimize taxes and protect their wealth.
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REGULATION & COMPLIANCE

SEC Charges Arete Wealth, Part of Final Rush of Pre-Trump Actions

According to the commission, the firm attempted to cover up “allegedly fraudulent conduct” by several reps who solicited clients in speculative securities despite the broker/dealer not signing off.

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MUST READS

11 Investment Must Reads for This Week (Jan. 21, 2025)

Industry analysts looked at Trump’s speeches and choices on executive orders for clues on what his policies might mean for markets. Morningstar’s Jeffrey Ptak found that thematic funds have dramatically underperformed target-date funds. These are among the investment must reads we found this week for wealth advisors.

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WEBINAR
Breaking Through the Noise: Winning Clients Before the First Meeting

Sponsored by FMT Solutions

Join the CEO and CMO of FMT Solutions on January 28th for an exclusive webinar packed with actionable strategies and insights to cut through the clutter, accelerate trust-building, and revolutionize your prospecting approach, helping to set your practice apart.
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RIA EDGE PODCAST
Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back

Integrated Partners’ Andree Mohr details the importance of putting the client’s needs first.


Sponsored by Schwab Advisor Services

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