WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 22, 2025

REGULATION & COMPLIANCE

New Acting SEC Chair Uyeda Launches Crypto Task Force

The new task force will be led by Commissioner Peirce and was unveiled by an SEC release criticizing the commission’s prior approach to crypto enforcement.

Read More >

PEOPLE

Merchant-Backed Fin.Link Hires New President

Zander Heinen joins the company from Live Oak Bank as it prepares to launch a social networking feature.

Read More >

2025 MARKET OUTLOOK
A New Dawn: Seizing Real Estate's Moment of Opportunity
As we enter 2025, shifting global dynamics and emerging opportunities in sectors like living, retail, and alternatives present a strong case for strategic portfolio repositioning.
Learn More >
RPA
PODCAST

Adjusted for Risk: The Misconceptions of Leveraged Investments

Tradr ETFs’ Matt Markiewicz describes the benefits of leveraged ETFs and who they are appropriate for.

Read More >

WHITE PAPER
Reignite Growth With the Right Model
Find the right model and partner to regain your momentum.
Download Now >
EQUITIES

There Are Stock Gems to Mine Before the Bots Take Over

Analysts and investors are ignoring quality small-cap stocks.

Read More >