The Word on WealthTech for February 2025

Published on March 6, 2025

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

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Vanguard Plans Two More Muni ETFs as Competition Heats Up

March 6, 2025
Its New York tax-exempt bond ETF will focus on investment-grade New York debt.       Related StoriesSocial Security Administration Corrects Missing Centenarian Death DatesMassMutual Taps Pennsylvania Exec to Lead Advisor NetworkEx-Raymond James Rep Made Unauthorized Trades in Older Client's Account: FINRA

Wall Street Goes From Hope to Panic as Nasdaq 100 Nears Correction

March 6, 2025
The index tumbled 2.8% Thursday.      Related StoriesLife and Annuity Products Pay for Themselves: InsurersSocial Security Administration Corrects Missing Centenarian Death DatesMassMutual Taps Pennsylvania Exec to Lead Advisor Network