WM Morning Memo
 
Wealth Management Daily Memo

MAY 07, 2025

PROFESSIONAL DEVELOPMENT

What’s the Experience of Mothers in Advisory Firms?
Ownership and female leadership are key to career satisfaction for mothers in wealth management, according to a new Ensemble Practice study.
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REGULATION & COMPLIANCE

FINRA Says Outside Business Rule Changes Won’t Require Crypto Reporting

In a response to several media “statements,” FINRA argued that reps won’t have to report on whether they “personally purchase” Bitcoin or beach houses, and that the rule actually cuts down on required reporting.

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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?
Learn how to activate the potential of fixed income.
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ALTERNATIVE INVESTMENTS

Investment Roundup: Hamilton Lane Launches VC Fund; GSAM Custom Public/Private Model Portfolios Go Live

In addition, Venturi Private Wealth taps Opto to bolster its private markets investment management capabilities.

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RETIREMENT

The Expert Who Helps You Meet Your Future Self

Many clients and advisors feel uncomfortable discussing emotion-laden issues that don’t lend themselves to mathematically precise answers.

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WMTV ON LOCATION
Tackling the Talent Shortage in Wealth Management
A clear career path, early outreach, and strong sponsorships can help RIAs build their advisor pipelines.
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