WM Morning Memo
 
Wealth Management Daily Memo

MAY 19, 2025

REGULATION

SEC, FINRA Rescind Statement on Broker/Dealer Crypto Custody

The move was accompanied by a set of FAQs on how to custody digital assets, and marked the latest step in the commission’s effort to significantly reform its previous approach to cryptocurrencies.

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COLLEGE PLANNING

Capturing College Credits Before Freshmen Year Starts

The pros and cons of dual enrollment, AP classes and IB programs.

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WHITE PAPER
The Case for High-Quality Bonds
Learn more about today’s opportunity in high-quality fixed income.
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RPA

Forfeiture Litigation: Treat It As a Nothing Burger at Your Own Peril

Advisors should avoid the temptation to dismiss the significance of forfeiture lawsuits.

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LIFE INSURANCE
WEBINAR
What Truly Sets Peak Performing Retirement Plans Apart?
Join us May 21st as this webinar reveals the strategic insights you need to level up your prospecting and retention efforts. Explore the key plan capabilities proven to deliver the best outcomes for you.
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