DECEMBER 30, 2024

REGULATION & COMPLIANCE

2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins’ approach to digital assets “would be one of the most important legacies” he’ll leave should he be confirmed.

COMMENTARY

Solo RIAs Not Planning for Retirement Risk Extinction

Succession planning can be as simple as recreating the retirement planning process you walk clients through every day.

WMIQ RESEARCH REPORT

Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness

In partnership with Marsh McLennan Agency

Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.

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The Ten to Watch

Ten to Watch in 2025: Vanessa Martinez

Vanessa Martinez is CEO and managing partner at Expressive Wealth.

Ten to Watch in 2025: Eden Ovadia

Eden Ovadia is co-founder and CEO of FINNY AI.

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