WM Morning Memo
 
Wealth Management Daily Memo

APRIL 29, 2025

PROFESSIONAL DEVELOPMENT

Report: Long Hours, Weekend Work Persists in Financial Services

The financial services industry has the second-longest workday and highest percentage of employees working weekends, according to a new report by ActivTrak.

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PODCAST

Celebrity Estates: How Bob Marley’s Estate Took 30 Years to Settle

Noah Rosenfarb explores Bob Marley’s estate planning challenges and modern solutions.

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SPONSORED CONTENT
What’s Next Is Now on the MIC
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RPA

NAPA Summit Heralds 401(k) Plans Coming of Age

With $12.5 trillion in DC plans, over 100 million accounts, and 800,000 plans, the industry is at a tipping point.

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ETFS

Star Stock Pickers Must Now Beat Their Clones

Investors today can pick low-cost ETFs that follow the strategies of successful fund managers such as Will Danoff.

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RESOURCE CENTER
Fixed Income: A Risk-Adjusted Opportunity
Navigating The Current Landscape
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