WM Morning Memo
 
Wealth Management Daily Memo

JUNE 05, 2025

ALTERNATIVE INVESTMENTS

Pershing INSITE: Capital Group's Holly Framsted On Lowering the 'Structural Hurdles' of Alts for RIAs

Also at this year’s BNY Pershing INSITE conference, KKR, which has partnered on a private/public fund with Capital Group, predicts that wealth management will eventually drive “30% to 50%” of the firm’s overall revenue.

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ETFS

How the One Big Beautiful Bill Could Impact ETF Investors

A look at how market segments will be directly and indirectly impacted by the proposed budget legislation.

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WMIQ RESEARCH REPORT
What Investors Actually Want From Their Advisors
Six actionable recommendations to realign expectations.
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ESTATE PLANNING

David Geffen Files for Divorce, Has No Prenup

Is the multi-billionaire’s fortune at stake?

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REGULATION & COMPLIANCE

The False Comfort of Deregulation

When regulators return, they don’t rewind expectations; they fast-forward consequences.

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WMTV ON LOCATION
Revolutionizing Annuities With Insurance Overlays
How streamlined technology is making annuity benefits seamless within advisory accounts.
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