Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 05, 2025

INDUSTRY

Osaic Is Focus of Latest Cash Sweep Class Action Suit

According to the complaint filed in Arizona federal court, the firm’s cash sweep practices “violate common law, federal law and industry regulations.”

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ETFs

Cohen & Steers Enters ETF Arena

The longtime mutual and closed-end fund manager is making a move into ETFs with three strategies.

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WHITE PAPER
2025 FMG Marketing Guide
A comprehensive blueprint to building a marketing strategy that truly moves the needle.
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401K TV

401k Real Talk Episode 138: February 5, 2025

Open, honest and candid discussion about DC providers skeptical of AI, Pontera's partnership with Orion, KKR moving into the 401(k) market and more.

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Sponsored Content

EP Wealth Starts 2025 with $500M Nashville Acquisition

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set the stage for long-term organic growth.

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WEBINAR
Highlights of Heckerling
Join our webinar on February 6th, as our expert panel will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning
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Trending Podcasts
CELEBRITY ESTATES PODCAST

The Healthy Advisor: Beyond the C-Suite With Aaron Klein

The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new company.

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THE WEALTHSTACK PODCAST

Adjusted for Risk: Investing in AI Through Active ETFs

VistaShares' Adam Patti explains the DeepSeek saga and what it means for the AI sector moving forward.

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ALTERNATIVE INVESTMENTS

Ukraine's Rare Metals Offer Rare Opportunities

“Wait until after the war, and the best opportunities will be gone.”

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