Morning Memo
 
Wealth Management Morning Memo

MAY 24, 2024

ADVISOR SENTIMENT INDEX

Confidence in Stock Market, Economy Drops

Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.

FULL ARTICLE

ETFS

SEC Takes Step Toward Approval of Ethereum ETFs

Ethereum ETFs from BlackRock, Grayscale and others are one step closer to being available on the NYSE Arca, Nasdaq and Cboe BZX exchanges.

FULL ARTICLE

FASTCHAT VIDEO

Building a Firm for the Future

Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.

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ALTERNATIVE INVESTMENTS

Capital Group, KKR Team Up to Create Public-Private Fixed-Income Investments

The two firms announced an exclusive partnership focused on offering hybrid public-private investments across asset classes.  

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond

After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billion with 20 advisors on the team.

LISTEN NOW

FASTCHAT VIDEO

Why Active Fixed Income Matters More Than Ever

Explore how active management can uncover opportunities despite market volatility.

WATCH NOW

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