Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 18, 2024

WMIQ

Advisor Sentiment Index: Optimism Spikes After Trump Victory

RIA sentiment over the economy and the markets both jumped to their highest levels of the year in the wake of the presidential election, according to WealthManagement.com’s monthly Advisor Sentiment Index.

Read More >

INDUSTRY

Long Island Firms Totaling $495M Join Commonwealth from Osaic

The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to Commonwealth this year.

Read More >

FASTCHAT VIDEO
Building a Dynamic Retirement Solution
Discover guaranteed income and flexible features with Protective® Aspirations variable annuity—designed to support your clients’ retirement plans.
Watch Now >
PODCAST

Focused on the Future: Professionalizing Your Advisory Firm for Future Success

RFG Advisory's Shannon Spotswood and Abby Salameh share effective strategies for driving organic growth and tips for fostering a thriving firm culture and community.

Read More >

401K TV

401(k) Real Talk Episode 134: December 18, 2024

Open, honest and candid discussion about Gallager acquiring Assured Partners, Vanguard’s new wealth unit, back to the office productivity and more.

Read More >

WHITE PAPER
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
Download Now >