WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 26, 2024


2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.
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The 23 States Where Comfortable Retirement Is Most Expensive
It will cost you at least $1 million in nearly half the country.
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401K TV

401(k) Real Chat: Jania Stout

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.

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WHAT'S IN MY MODEL PORTFOLIO

Cerity Partners Bets on Private Markets for Outsized Growth

The $120 billion firm’s Chief Solutions Officer Tom Cohn discusses Cerity’s investment philosophy.

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