Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 30, 2024

INDUSTRY

Clients Are More Loyal Than One Might Think

They cited performance, change in service levels and advisor moves as reasons they would switch today, according to a new Dynasty study.

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ALTERNATIVE INVESTMENTS

iCapital to Buy Fintech Platform AltExchange

The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments.

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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?
Learn how to activate the potential of fixed income.
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401K TV

401(k) Real Talk Episode 128: October 30, 2024

Open, honest and candid discussion about Hightower's NEPC deal, RPA acquisitions, Agilis Partners launching an annuities platform and more.

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ESTATE PLANNING

Tax Court Rejects IRS’ Argument to Apply Step Transaction Doctrine

Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.

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FASTCHAT VIDEO
Why I Chose Wells Fargo Advisors
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
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Podcasts

Focused on the Future: Building Impactful Financial Relationships with Bryce Skaff

Dimensional Fund Advisors' Bryce Skaff offers insight into career transitions and personal growth within the wealth management industry.

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Adjusted for Risk: The Golden Grain Cycle Presents Investors With Opportunities

Teucrium ETFs CEO Sal Gilbertie discusses why grains, especially corn, should be an investment portfolio holding like gold.

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INDUSTRY

UBS Ultimately Wants to Buy a US Wealth Manager, Kelleher Says

UBS is the biggest global wealth manager but lags its peers in the U.S., where it has struggled to scale up the independent broker model it uses.

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