Morning Memo
 
Wealth Management Morning Memo

JANUARY 30, 2024

ALTERNATIVE INVESTMENTS

Asset Managers Launch Infrastructure Funds for the Wealth Channel

Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.

FULL ARTICLE

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TECHNOLOGY

Elements Offers Free Service to Start-Up Firms

Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The New World of RIA Firm M&A: A 2023 RIA Edge Study

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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RIA NEWS

Savvy Wealth Introduces Investment Management Capabilities

Savvy Wealth Investment Management is the latest update to the RIA’s responsive, tech-driven platform.  

FULL ARTICLE

EQUITIES

The Self-Healing Mechanism of Risk Assets

Falling valuations mean that future expected returns are higher.

FULL ARTICLE

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