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Wealth Management Morning Memo

JANUARY 10, 2024

RPA EDGE

2024 Will Be the Year of the PEPs

Fred Barstein

Record keepers are the biggest inhibitors.

FULL ARTICLE

ESTATE PLANNING

Live from Heckerling: Planning for Modest Estates

David H. Lenok

Just because you have a tool doesn’t mean you should use it.

FULL ARTICLE

WHITE PAPER

High Growth Playbook

Sponsored by Nitrogen

Proven strategies for financial advisors to skyrocket their business.

LEARN MORE

ALTERNATIVE INVESTMENTS

The Case for the 40/30/30 Portfolio

Michael Weisz

Modern Portfolio Theory is out of date thanks to mainstream access to alternative investments.

FULL ARTICLE

ETFS

ETFs With the Greatest Outflows in the Past Year

Aniket Ullal, CFRA Research

These funds saw the most money flow out of them over the past 12 months.

FULL ARTICLE
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