Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 27, 2024

TECHNOLOGY

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

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ALTERNATIVE INVESTMENTS

How to Introduce Crypto to Clients

A former skeptic explains the benefits and risks.

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SPONSORED CONTENT
The BEAT: Views You Can Use
Make sense of the markets with our investment insights.
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401K TV

401(k) Episode 131: November 27, 2024

Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s attorneys, record keeper consolidation helping RPAs grow and more.

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EQUITIES

The Magnificent 7 Are Beginning to Look Average

The profit outlook for the group is converging with the rest of the S&P 500, but their valuations are not.

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