WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 25, 2024

INDUSTRY

CIA Veteran Brings Geopolitical Intelligence to Wealth Management

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

Read More >

      Advertisement

ESTATE PLANNING

Good Estate Planning Never Goes Out of Style

Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.

Read More >

WHITE PAPER
Election 2024: Understanding and Navigating the Implications for the Markets and the Economy
Discover how Election 2024 might shape the economy and markets.
Learn More >

      Advertisement

MUST READS

12 Investment Must Reads for This Week (Sept. 24, 2024)

ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters. These are among the investment must reads we found this week for wealth advisors.

Read More >

ETFS

Retail Investors Won on Fees But Are Losing on Risk

Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.

Read More >

WHITE PAPER
Adapting to Technological Change: A CTO’s Perspective
Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
Learn More >