WM Morning Memo
 
Wealth Management Daily Memo

MAY 26, 2025

HIGH NET WORTH

The 10 Wealthiest Cities in the U.S.

The usual suspects top the list, but Texas makes a particularly strong showing.

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ESTATE PLANNING

Estate Planning Lessons from Liam Payne

Why every parent needs an estate plan.

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WHITE PAPER
The Inaugural BetaNXT Data Modernization Benchmarking Survey

Sponsored by BetaNXT

Tracking investment and wealth management decision-makers’ views and progress on data modernization.
Download Now >
HIGH NET WORTH

The Overlooked Risk in Second Marriages Without a Prenup

It’s essential to enter a complex marriage with a financial plan.

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RETIREMENT

Why Now Is the Ideal Time to Reassess Annuities

An annuity environment this favorable won’t last.

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WEBINAR
Workflows and Security in the AI Age: From Onboarding to Oversight

Sponsored by Egnyte

Uncover how AI-powered tools help wealth management firms streamline workflows, enhance compliance, and replace outdated manual processes.
Register Now >
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