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Wealth Management Morning Memo

JUNE 27, 2024

RIA NEWS

$580M Texas Team Joins NewEdge Advisors From J.P. Morgan

Patrick Donachie

Dallas-based Fortis Wealth Advisors will use Goldman Sachs for custody.  

FULL ARTICLE

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Dimensional Fund Advisors Set to Launch UMA Platform

David Bodamer

The new product builds off its previous SMA platform and will support the use of third-party ETFs.   

FULL ARTICLE

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ALTERNATIVE INVESTMENTS

Private Direct Lending Performance, Q1 2024 Update

Larry Swedroe

While not exactly a free lunch, for some investors, it's been a free stop at the dessert tray.  

FULL ARTICLE

RETIREMENT PLANNING

IRS Issues New Guidance on Retirement Plan Early Distributions

Bruce D. Steiner

Notice 2024-55 clarifies two exceptions to the 10% additional tax.  

FULL ARTICLE

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