WM Morning Memo
 
Wealth Management Daily Memo

JUNE 09, 2025

ALTERNATIVE INVESTMENTS

Survey: Retail Investors Poised to Dominate Private Markets Fundraising Within Two Years

A State Street survey reveals the “democratization of alternatives” is outpacing expectations. But is that a good thing?

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COMMENTARY

What Scrapping Open Banking Rules Means for Wealth Management

States, long focused on consumer protection, now must carry the mantle of protecting consumer choice.

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WMIQ RESEARCH REPORT
Closing the Perception Gap

In partnership with BNY Pershing

Five actionable insights to help you meet your HNW and UHNW client needs.
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PROFESSIONAL DEVELOPMENT

Why Change Is Hard and How to Navigate It

When we undergo change, it’s not just about adapting to new circumstances; it’s also about grieving what we’ve left behind.

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ESTATE PLANNING
WMTV ON LOCATION
Semi-Liquid Alts in Today’s Portfolio

Sponsored by Envesnet

As demand for private markets grows, tech and transparency are key to advisor success.
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