WM Morning Memo
 
Wealth Management Daily Memo

JUNE 25, 2025

ETFS

Higher Market Volatility Shines a Light on Buffer ETFs

Advisor usage of the products had been on the rise even before the recent tumult, and the new wave of uncertainty has only fueled that growth.

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ETFS
$6.5B RFG Advisory Launches Suite of Active ETFs
The nine Bluemonte ETFs represent the RIA’s first foray into the fund space and are designed to fit together like puzzle pieces in specific ratios.
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WMIQ RESEARCH REPORT
The Inaugural BetaNXT Data Modernization Benchmarking Survey

In partnership with BetaNXT

Tracking investment and wealth management decision-makers’ views and progress on data modernization.
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RIA NEWS
$10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors
Sclafani, CEO of executive coaching firm ClientWise, joins the board of the Rise Growth Partners-backed hybrid RIA.
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RIA NEWS

Snowden Lane Beefs Up Business Development, Recruiting Talent

After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.

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SPONSORED CONTENT
Streamlining Client Management for Growth

Sponsored by Advyzon

Latest features designed to streamline client management and enhance overall efficiency.
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ARTIFICIAL INTELLIGENCE

AI Notetaker Jump Rolls Out Integration With RightCapital

Meeting notes analysis meets financial planning, and both agree to share data.

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