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WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 09, 2024

RPA

Convergence, Small Plan Explosion and Activating Wealth Advisors Dominate RPA Broker/Dealer Roundtable

Attendees got heated talking about record keepers investing in and promoting services that compete with advisors.

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HIGH NET WORTH

How Attorneys and Wealth Managers Can Work Together to Protect Wealth in High-Net-Worth Divorces

Working through a high-net-worth divorce is challenging for all parties involved, but it doesn’t have to be overwhelming.

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SPONSORED CONTENT
The Potential Benefits of a Scalable Approach to Bond Ladders

Sponsored by Envestnet

New technology allows advisors to create more personalized and efficient bond portfolios.
Learn More >
RIA EDGE

Four Pillars of Industry Transformation

Take advantage of the full menu of options when going independent.

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EQUITIES

Justice Alito’s Stock Portfolio Stands Apart on US Supreme Court

Supreme Court justices are allowed to hold individual stocks, but ethics rules deem they should disqualify from cases involving the companies.

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WEBINAR
Navigating 2024: Politics, Policies & Portfolios

Sponsored by Eaton Vance

With persistent fiscal budget deficits, the ever-ballooning national debt and the Tax Cuts and Jobs Act set to expire, the tax bill will come due, no matter who becomes our next POTUS. Join our webinar on September 17th for strategies you can employ now that may help reduce tax implications for your clients come January.
Register Now >
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