WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 27, 2024

WMIQ

Advisor Sentiment Index: Modest Optimism Despite Uncertainties

The monthly advisor index improved slightly for both the market and the economy.

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REGULATORY

Suit: J.P. Morgan Acted As “Double Agent” with Cash Sweep Program

The lawsuit, which seeks a class action, was filed in New York federal court last week. It follows similar suits brought against UBS, Ameriprise and LPL Financial.

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RIA CHANNELS

$7.5B Americana Adds Managing Partner to International Unit

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

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CLIENT RELATIONS

Advisors Risk Getting X-ed Out By Gen X

The generation first in line to benefit from the Great Wealth Transfer is surprisingly underserved.

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BUSINESS PLANNING

The Power of Brand for Financial Advisors

And why it's so hard to create one.

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