WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 25, 2024

ALTERNATIVE INVESTMENTS

DeVoe: Declining Interest Rates Will Spur More RIA M&A

As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.

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ALTERNATIVE INVESTMENTS

Q&A: What’s Next in Sports Investment

Much attention has focused on the equity side of the equation, but debt and hybrid plays are also options.

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FASTCHAT VIDEO
Protective’s Focus on Variable Annuities for Guaranteed Lifetime income
Explore Protective® Aspirations variable annuity with SecurePay Protector.
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REGULATION & COMPLIANCE
PODCAST

The Diamond Podcast for Financial Advisors: How to Get 'Unstuck' with Erin Rocchio

Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.

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WHITE PAPER
Portfolio Construction: How to Put Private Markets to Work
Learn how alternative investments may potentially transform client portfolios and provide customization to help achieve their unique investment goals.
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