Morning Memo
 
Wealth Management Morning Memo

JUNE 6, 2023

TECHNOLOGY

Advisors Glimpse the Promise, and Peril, of AI

Even as OpenAI’s GPT-4 integrates into existing applications, many advisors are heading straight to the source, buying subscriptions of the open platforms to enhance their business. Others see more profound disruptions.

RELATED: Advisors and AI

FULL ARTICLE

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RPA EDGE

Consolidation Strikes 401(k) Market Again as Franklin Templeton buys Putnam Investments

What the deal means for advisors and the DC industry.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Structuring Compensation and Benefits for Growth and Retention

The firm of the future and the important factors in a firm's efforts to attract and retain much needed staff at all levels.

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EQUITIES

30 Years of Asset Class Returns

Charts detailing returns by asset class from 1992 to 2022.

FULL ARTICLE

ESTATE PLANNING

The Tip of the Iceberg: Estate Planning and Stolen Art

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

FULL ARTICLE

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