Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 04, 2025

INDUSTRY NEWS

Tariff Fallout: The Day Advisor Cell Phones Died

The day after Trump announced a global tariff regime, one advisor fielded calls until his cell phone ran out of juice, another praised the virtue of alternatives and most everyone prepared clients for some volatile days ahead.

Read More >

      Advertisement

RIA NEWS

Arbitrators Rule Against Enforcing Hightower Non-Compete on Washington Advisor

In their decision, arbitrators wrote that Hightower’s non-compete clause seemed “designed more to punish” former advisor Lars Knudsen, rather than protecting the firm’s “legitimate business interests.”

Read More >

WMTV ON LOCATION
Custom Indexing With Seamless Integration and Tax Efficiency
Jamie Ryan shares how custom indexing capabilities can help advisors streamline workflows and manage tax-efficient portfolio transitions.
Watch Now >
RIA NEWS

Stratos Wealth Advisors Loses Two Teams

New York-based Holistic Wealth Advisors has launched its own RIA, while California-based Guardtower Financial Services moved to LPL’s corporate RIA.

Read More >

ETFS

The Best & Worst Performing ETF Categories After the Announcement of Reciprocal Tariffs

Banking, semiconductor and retail ETFs were among the worst-performing sector ETFs on April 3.

Read More >

SPONSORED CONTENT
Boosting Advisor Productivity With AI
Learn how Advisor360°'s Tandem platform integrates AI to supercharge growth, automate tasks, and enhance client interactions.
Watch Now >
COMMENTARY