WM Morning Memo
 
Wealth Management Daily Memo

JUNE 20, 2025

REGULATION & COMPLIANCE

As Federal Crypto Enforcement Shifts, How Will States React?

Oregon’s Attorney General filed a complaint against Coinbase and urged states to take up the fight to fill the SEC’s alleged “enforcement vacuum,” but it remains to be seen if other states will do so.

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RIA NEWS
Elevation Point Stakes $2.5B Breakaway Team That Left UBS
The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.
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WMIQ RESEARCH REPORT
Closing the Perception Gap
Five actionable insights to help you meet your HNW and UHNW client needs.
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ALTERNATIVE INVESTMENTS

Advisors Say Liquidity, Limited Options Block Greater Alts Adoption

A survey from iCapital shows strong interest in evergreen funds, but advisors cite challenges to broader alternative investments adoption.

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EDGE TV

How to Keep Calm During Market Volatility

NewEdge Wealth CIO Cameron Dawson shares ways advisors can navigate market fluctuations.

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DIVERSITY & INCLUSION

Women Business Owners Group Makes Itself Heard

Members are engaging more with their representatives in Congress.

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