JULY 14, 2025

CAREER MOVES

OneDigital Hires M&A Leader from Competitor Alera Group

Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.

RETIREMENT

A Good Time to Reflect on Hype

Author and hype-buster extraordinaire Simon Lack weighs in on investment-related BS.

WHITE PAPER

The Case for High-Quality Bonds

Sponsored by Manulife John Hancock Investments

Learn more about today’s opportunity in high-quality fixed income.

Download Now >

ETFS

13 Investment Must Reads for This Week (July 14, 2025)

Trying to pick winners among active mutual funds is a bad bet, according to Morningstar’s Jeffrey Ptak. U.S. ETFs raised more than $100 billion again in June, bringing the midyear total to $554 billion, according to ETFGI. These are among the investment must-reads we found this week for financial advisors.

DIGITAL ASSETS

Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed

Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.

WEBINAR

CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management

Sponsored by Box & Orion

Join us for an insightful webinar unpacking the key findings from the recent CTO Think Tank at Wealth Management Edge. We'll explore how industry leaders are navigating critical technology decisions and share actionable strategies you can implement at your firm.

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