WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 27, 2025

INDUSTRY NEWS

Former Employee Claims Wealth Enhancement Discriminated Against Her During Pregnancy

Amy Fox joined the firm in 2022 as a transition support client specialist. However, according to the lawsuit, she was treated “less favorably” after she became pregnant in 2023.

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WEALTHTECH
Betterment Launches Solo 401(k) for RIAs
The digital investment advisory and custodian says advisors were requesting an easier-to-manage retirement savings plan for self-employed clients.
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SPONSORED CONTENT
How Money Concepts is Putting Advisors FIRST
Denis Walsh shares how his team is taking advisor service to a new level.
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HIGH NET WORTH

IRS Layoffs Underway as Tax Season Kicks Off

Audit efforts aimed at high-income taxpayers may be stymied.

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RIA NEWS

$430M Team Launches Own RIA With Wells Fargo’s First Clearing

A Kansas City-based team of four advisors has created Sarver Vrooman Wealth Advisors through Wells Fargo's RIA channel.

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FASTCHAT VIDEO
A Firm Your Clients Can't Outgrow
Discover how Wells Fargo Advisors’ unique channel options equip advisors to “out-local” their national competitors and simultaneously “out-national” their local competitors.
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CAREER MOVES

CAIS Taps Tim Shannon, Brad Walker as Co-Presidents

The New York-based duo will report to CAIS founder and CEO Matt Brown.

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