WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 06, 2024

WHAT'S IN MY MODEL PORTFOLIO

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

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INDUSTRY

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

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FASTCHAT VIDEO
Sports & Entertainment Program at Wells Fargo Advisors
Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.
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TECHNOLOGY
The Word on WealthTech For September 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
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HIGH NET WORTH

Ultra-Rich Families Set to Control $9.5T by 2030, Deloitte Says

As wealth grows, family offices are catching up with hedge funds in size.

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2024 MIDYEAR OUTLOOK
From Reactive to Proactive: The Expansion of Growth Platforms in Wealth Management
New tools and AI are transforming wealth management by automating prospecting, enhancing client relationships, and streamlining proposal creation.
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