Why I Didn't Stay the Course This Time

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Kategorien: Geschäftswaren Selbstständige ohne Mitarbeiter Personal Marketing PR | Public Relations Alter: 19 - 30 Jahr 31 - 64 Jahre

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WM Morning Memo

APRIL 19, 2025

OPINION

Why I Didn’t Stay the Course this Time

The only thing we can rationally expect is more policy chaos.

INDUSTRY

Former Securities America CEO Sues Osaic Over Alleged “Breach of Contract”

Jim Nagengast submitted his complaint against his former firm under seal, so the details of the allegations are unknown. But attorneys pledged to release a redacted copy soon.

VIDEO

What Is a CAT Bond?

Trending Podcasts

The WealthStack Podcast: Leveraging Forms Automation with Rich Walker

How automating forms can help financial advisors save time, reduce errors and ultimately improve client experience.

Zephyr's Ryan Nauman and Horizon Investments' Clark Allen discuss the trends and future of ETFs, emphasizing the importance of connecting investment products to client goals through goals-based planning.

The founder of Concurrent Financial Planning opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.

WEALTH TECH

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

REGULATION AND COMPLIANCE

SEC Denies Firms’ Attempts to Revise WhatsApp Settlements

LPL, Raymond James, Ameriprise, and Osaic were among the firms asking the commission to modify settlements concerning the supervision of off-channel communications, claiming that firms who settled later got better deals.

CAREER MOVES

Options for Independent Advisors Considering Change

Even advisors under IBD and RIA models find themselves looking for a better fit for their businesses. Here are 4 options.

BUSINESS PLANNING

How Some RIAs Chase Growth During Market Uncertainty

RIAs and consultants discuss the opportunities and perils of furthering organic growth amid volatile markets.

ESTATE PLANNING

Estate Planning Even More Important for Advisors During Down Markets

A drop in the market is a great time to help clients with wealth transfers.

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