WM Morning Memo
 
Wealth Management Daily Memo

JULY 10, 2025

GROWTH STRATEGIES

10 States with the Most and Least Potential AUM Per Advisor

A new SmartAsset study reveals the states that are most and least saturated with advisors.

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HIGH NET WORTH

IRS Releases Guidance to Combat Tax-Related Identity Theft

The annual “Protect Your Clients; Protect Yourself" summer campaign enters its 10th year.

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WHITE PAPER
10 States with the Most and Least Potential AUM Per Advisor

Sponsored by Axtella

Are you emotionally ready to retire? Here’s how to prepare.
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PODCAST

Focused on the Future: Purpose-Driven Planning in the Age of AI

Opal's Lee Korn details how his firm is growing by focusing on people, purpose and process.

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FIXED INCOME

Former Citadel Quants Raise $36M for Fixed-Income Fintech

Moment, which already works with Webull and Public, also announced a partnership with LPL Financial.

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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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Spotlight on the One Big Beautiful Bill Act
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