WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 07, 2025

PEOPLE

Citi Wealth Hires J.P. Morgan Alum for New Advisory Program Role

Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.

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HIGH NET WORTH

Investing in Ukraine: A High-Potential Market with Some (Literal) Landmines

Ukrainian farmland could offer a chance to diversify your portfolio while fueling the recovery of a nation.

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2025 MARKET OUTLOOK
Generosity is Growing: Here's How Advisors Can Help
Discover key philanthropic trends and strategies to help your clients maximize their giving impact and tax efficiency in 2024 and beyond.
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WMTV ON LOCATION

The Big Three Outcomes of AI: Growth, Risk Reduction, and Cost Savings

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.

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ALTERNATIVE INVESTMENTS

Gold Investors Stay Bullish for 2025 on Trump Volatility

Investors are braced for Donald Trump’s second term and the new president’s potential impact on trade flows, inflation and the global economy. That prospect continues to spur gold buying as a way to protect wealth and hedge against potential negative shocks.

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