Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 05, 2025

RIA NEWS

Edelman Sues Former Advisor for Stealing Clients, Trade Secrets

Edelman Financial Engines claims John Carey violated non-solicitation and trade secret agreements when he moved to Farther, taking 55 clients and over $55 million in AUM.

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INDUSTRY NEWS

Raymond James COO to Lead FINRA Board of Governors

Scott Curtis will succeed FusionIQ CEO Eric Noll as board chair. During a February meeting, the board also approved soliciting comments for changes to its rules on outside business activities.

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SPONSORED CONTENT
10 Ways to Help Clients Give More to Charity and Reduce Taxes
Integrating charitable planning into 2025 financial and tax planning.
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HIGH NET WORTH

Treasury Pulls the Plug on Beneficial Owner Information Reporting Requirements

The U.S. Treasury Department cites its sudden change of heart as a “step in the interest of supporting hard-working American taxpayers and small businesses.”

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401K TV

401(k) Real Talk Episode 142: March 5, 2025

Open, honest and candid discussion about BlackRock scrapping DEI, a 100,000 advisor shortage coming, plan sponsor survey highlights and more.

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WHITE PAPER
Navigating the CRE Loan Maturity Wave
Exploring strategies and outcomes as billions in commercial real estate debt comes due.
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M&A

Selling Doesn't Always Mean Goodbye: Making the 'Sell and Stay' Approach Work

With valuations at historic highs and the complexity of modern M&A transactions, the stakes have never been higher.

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