Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 20, 2025

REAL ESTATE

How REITs Have Weathered Tariff Uncertainty

As with other assets, increased market volatility whipsawed the public REIT market. However, bolstered by strong fundamentals and performance, REITs are maintaining their guidance.

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WEALTHTECH

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

The ability to aggregate all sorts of data and communications within an advisor-branded handheld app wowed the WealthStack demos' three judges.

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WHITE PAPER
The Stars Align for International Stocks
International stocks: Attractive valuations & huge catalysts
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PODCAST

The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management

F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.

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ALTERNATIVE INVESTMENTS
RESOURCE CENTER
Enhance Your Clients' Investment Potential With ETFs
Active strategies, ETF trading tips, and tax-smart moves.
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