Morning Memo
 
Wealth Management Morning Memo

DECEMBER 25, 2023

2024 INDUSTRY OUTLOOK

IBDs Will Continue to Get Closer to the Advisor in 2024

The independent broker/dealers that tighten connections with their advisors and demonstrate flexibility in their affiliation models will be competitive in the year ahead.

FULL ARTICLE

ESTATE PLANNING

Blended Families, Remarriages and Estate Planning

When it comes to divorce, a will or trust often is not the last word on estate distribution.

FULL ARTICLE

ETFS

Diversifying Client Portfolios With Gold

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

If You Held On for Dear Life, It's a Merry Cryptomas!

Blockchain currencies didn't just survive the collapse of FTX, they’ve been the investment of the year. Turns out, decentralized finance doesn't need exchanges.

FULL ARTICLE

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