WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 24, 2025

REGULATION & COMPLIANCE

Former SEC Crypto Policy Advisor Worries Commission’s Approach Will Harm Investors

Corey Frayer, the newly installed director of investor protection at the Consumer Federation of America, also said the commission’s approach could “erode” market trust.

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DIVERSITY & INCLUSION

Representation, Tech and the Future of Financial Services: My Advyzon Experience

Innovation, strategic networking and cross-generational collaboration offer a path forward.

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SPONSORED CONTENT
How Prospera Puts Advisors FIRST
Hilary Pluemer shares how her team EXCELS in advisor support.
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PODCAST

Adjusted for Risk: The Business Case for Pro Bono Financial Planning

How advisors and clients alike can benefit from pro bono planning.

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ETFS

Wall Street Is Selling ETFs That Mimic the Private Equity Boom

None of the new funds claim direct PE investments, but rather a rough approximation of them.

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WHITE PAPER
Navigating the CRE Loan Maturity Wave
Exploring strategies and outcomes as billions in commercial real estate debt comes due.
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