WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 22, 2024

RETIREMENT PLANNING

Allocating Retirement Assets to Philanthropy

An often-overlooked tactic in estate planning.

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ETFS

Morningstar: One-Fourth of Index Funds Have Changed Their Target Index At Least Once

Advisors need to make sure such changes don’t significantly alter their investment’s risk/reward profile.

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SPONSORED CONTENT
Ways Top Financial Professionals Get Noticed

Sponsored by Athene

Research reveals 3 secrets to their success.
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INDUSTRY

$4B Former Lincoln Teams Join LPL From Osaic

Academy Financial and PFG Advisors, which were with Lincoln's wealth business before Osaic acquired it, will merge under Academy’s brand.

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FIXED INCOME

How the Treasury Is More Powerful Than the Fed

The central bank sets interest rates, but the federal government decides what kind of bonds to sell to the public.

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WEBINAR
Ask The Experts: Private Foundation Basics for Financial Advisors

Sponsored by Foundation Source

Join our webinar on September 16th to understand the basics of private foundations, the requirements for creating and maintaining them, which clients will benefit from them and how they differ from donor-advised funds.
Register Now >
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