WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 13, 2023

TECHNOLOGY

Addepar Hits $5T In Assets Tracked

Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

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INDUSTRY

Kudu Investment Management Takes Stake in $23B Sage Advisory Services

Minority investment will support succession and technology initiatives for the Austin-based institutional asset manager.

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WMIQ EXCLUSIVE RESEARCH

Driving Firm Growth and Success

The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success.

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HIGH NET WORTH

Hermès Heir Worth $11B Involved in Estate Plan Drama

Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.

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401KTV

401(k) Real Talk Episode 89: December 13, 2023

Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.

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WHITE PAPER

Why Do I Keep Hearing About Private Equity?

Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before.

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Podcasts

WEALTH MANAGEMENT EDGE PODCAST

Unleashing the Power of Generative AI with Cory McCruden

Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.

Sponsored by iShares

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INSIDE ETFS PODCAST

Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments—these are important topics for today’s investors.

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WHITE PAPER

Small Stocks, Big Debt Problems

Debt and high rates are a key risk to navigate for small stocks.

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