WM Morning Memo
 
Wealth Management Daily Memo

JULY 14, 2025

REGULATION & COMPLIANCE

Trump’s One Big Beautiful Bill Act Ends SEC Fund Used For In-House Tech Needs

The agency established the Reserve Fund in the wake of the Great Financial Crisis. One investor protection advocate called its cancellation “the opposite of good governance."

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COLUMN

Nvidia Hits $4T and Hope in a Credit Union's AI Acquisition

Our technology columnist takes stock of the continued growth in artificial intelligence.

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RESOURCE CENTER
Drive Clarity and Confidence in the Advisor-Client Relationship
See how client-focused technology that works the way you do can empower you to provide an exceptional level of service.
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RETIREMENT

Is a Roth Conversion Worth It for All Clients?

The strategy can result in tremendous tax savings, but it depends on the client’s financial goals, tax situation and legacy plans.

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PODCAST

Zephyr's Adjusted for Risk: Navigating Fixed Income in Uncertain Times

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

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WEBINAR
Alternative Investments Summit: Navigating the New Frontier
Join this Summit to explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more.
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