The Word on WealthTech for August 2025

Published on September 4, 2025

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

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Why 401(k) Day is the Perfect Moment to Spotlight the Convergence of Wealth and Retirement Planning

September 4, 2025
401(k) Day, celebrated annually on the Friday after Labor Day, is more than just a reminder to check your retirement account.

Initial Unemployment Claims Up 8K, Higher Than Expected

September 4, 2025
In the week ending August 30th, initial jobless claims were at a seasonally adjusted level of 237,000, the highest level in over two months. This represents an increase of 8,000 from the previous week's figure. The latest reading was higher than the 230,000 forecast.