Morning Memo
 
Wealth Management Morning Memo

AUGUST 9, 2024

RIA NEWS

$3.7B Journey Strategic Wealth Adds $200M Team from LPL

MDL Wealth represents the eighth team to join Journey since its inception and establishes its presence in the Tampa area.  

FULL ARTICLE

ESTATE PLANNING

Securing Legacies During Market Turbulence

The power of estate planning, GRATs and technology.

FULL ARTICLE

SPONSORED VIDEO

Outlook for Floating Rate Funds

Outlook on loans is constructive, given the market's high current yield opportunity.

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

Mid-Year Report on Deals, Transitions and Recruiting

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.

LISTEN NOW

TECHNOLOGY

The Word on WealthTech for August 2024

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

FULL ARTICLE

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