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WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 03, 2025

TECHNOLOGY

Popular AI Startup for Advisors, Jump, Raises $20M

The automated note-taking and workflow provider is working with many RIAs and is already an approved LPL vendor.

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ETFS

Vanguard Drops Expense Ratios on 43% of U.S. ETF, Mutual Funds

The asset manager says the reduced expenses on 168 funds will save investors $350 million in 2025.

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RIA NEWS

CW Advisors Announces Double Deal in Its Own Backyard

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.

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TECHNOLOGY

The Word on WealthTech for January 2025

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

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RETIREMENT PLANNING

Navigating Retirement Savings Under a New Presidential Administration

Small steps today can yield significant security tomorrow.

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