WM Morning Memo
 
Wealth Management Daily Memo

APRIL 14, 2025

WMIQ

Advisor Sentiment Index: Market Outlook Turned Negative in March

Financial advisor market sentiment plunged in March, falling into negative territory for the first time, even before the full extent of President Donald Trump’s tariff plan was announced.

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COMMENTARY

Strategic Partnerships Are the 2025 Catalyst for RIA Growth

M&A stands as the perfect avenue for older advisors to secure their legacy and open doors for younger advisors to continue that trajectory.

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RESOURCE CENTER
Women, Wealth, and Retirement Planning
Tools and strategies to help your female clients and your business thrive.
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ALTERNATIVE INVESTMENTS

The Benefits of QSBS for Private Equity and Venture Capital

Qualified small business stock offers significant tax benefits for investors and entrepreneurs, boosting returns and attracting capital.

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PODCAST

Zephyr's Adjusted for Risk on Location: Lazard's Rob Forsyth on the Evolution of ETFs

Lazard Asset Management's Rob Forsyth discusses various topics including the increasing demand for ETFs, the growth of actively managed ETFs influenced by regulatory changes, and the importance of transparency, tradability, and tax efficiency in ETFs.

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SPONSORED VIDEO
Advisor Driven Growth
Reaching the next level through organic growth, acquisitions, and next-gen engagement.
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WMTV ON LOCATION

How Equita Empowers Women-Led Firms Through Community, Growth, and Tech

Equita Financial Network was built to solve a problem: solo women advisors lacking the support, pay equity and flexibility to grow on their own terms.

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