WM Morning Memo
 
Wealth Management Daily Memo

JUNE 13, 2025

ETFS

Vanguard’s SEC Application Ramps Up Competition in Dual-Share ETF Race

The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.

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ALTERNATIVE INVESTMENTS

Wealth Management EDGE: The Rise of Evergreen Funds

Allocating to Alternatives workshops at Wealth Management EDGE confirmed that evergreen funds have become the private markets investment wrapper of choice for RIAs.

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WHITE PAPER
The Stars Align for International Stocks
International stocks: Attractive valuations & huge catalysts
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PODCAST

The Diamond Podcast For Financial Advisors: Ted Jenkin on the Metrics and Mistakes That Matter

M&A advisor Ted Jenkin discusses what drives valuations—and what mistakes kill deals.

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INDUSTRY NEWS

Scenes From Day 3 of Wealth Management EDGE 2025

Wealth Management EDGE wrapped up with "War Games" and Cougars.

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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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EDGE TV

RIAs and the Evolving Landscape of Private Wealth

KKR's Matthew Magill explores the explosive growth of private markets.

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'AI is AO' — Enhancing Wealth Management Marketing with Artificial Intelligence

Mission Wealth’s Michelle Winkles shares how advisors are using AI to revolutionize marketing.

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GROWTH STRATEGIES

The Power of the Midyear Gut Check

Sometimes, the smartest move is to stop, look around, and ask: Am I still on the right path?

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