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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 22, 2025

ESTATE PLANNING

Key Takeaways from Heckerling 2025

Trusts & Estates advisory board members share their views on the looming sunset, purpose trusts and more.

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ETFS

From Bogleheads to Gearheads: U.S. ETFs Are Rapidly Increasing in Complexity

In 2024, 40% of the new ETFs listed in the U.S. used derivatives as a significant component of their investment strategy, up from 20% in 2014.

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2025 MARKET OUTLOOK
Monetize Life Insurance to Boost AUM in 2025

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Unlock hidden value in life insurance policies to boost AUM and help clients navigate evolving financial landscapes with life settlements.
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401K TV

401(k) Real Talk Episode 136: January 22, 2025

Open, honest and candid discussion about the Texas lawsuit over ESG funds, whether PE belongs in 401(k)s, advisor headcount, AI and more.

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HIGH NET WORTH

Steps to Consider When Helping Clients Transition the Family Business

Overcoming emotional hurdles is one of the biggest challenges.

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FASTCHAT VIDEO
Unlock Specialized Client Services with the Private Bank

Sponsored by Wells Fargo Advisors

Discover how high-net-worth clients can have a “full array of options” for investing and banking capabilities at Wells Fargo.
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