Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 25, 2025

WEALTHTECH

Orion Taps Silicon Valley Engineer as CTO

Valli Nachiappan, who most recently led product and artificial intelligence integration for Zendesk, brings her software engineering and AI expertise to Orion.

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ALTERNATIVE INVESTMENTS

CAIS Adds First Models from BlackRock, Carlyle, KKR and Franklin Templeton

The 10 models are the first to be added to CAIS's recently launched Models Marketplace and feature substantial exposure to private markets.

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WMIQ RESEARCH REPORT
The 2025 WealthStack Study
How technology is driving the growth of wealth management firms and re-shaping the industry.
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401K TV

401(k) Real Talk Episode 157: June 25, 2025

Open, honest and candid discussion forfeiture lawsuits, student loan programs, CITs, the convergence of wealth and retirement at work, and more.

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ETFS

Retail Investors Power US ETF Flows Past $500B in 2025 Despite Macro Risks

Vanguard ETFs, which are typically used by retail investors, account for 37% of net flows so far this year, compared to 27% in the last two calendar years.

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WEBINAR
Open Finance in Action: How Data Connectivity Drives Advisory Value
Explore how Open Finance is driving more effective planning, powering fiduciary responsibility, and uncovering new growth opportunities.
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