WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 17, 2024

HIGH NET WORTH

Dianne Feinstein’s Personal Collection Breaks Records at Auction

The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.

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ALTERNATIVE INVESTMENTS

MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.

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FASTCHAT VIDEO
A Supportive Culture for Diverse Advisors
At Wells Fargo Advisors, we believe supporting diverse advisors starts with a culture of actively engaging with them throughout their journeys.
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TECHNOLOGY

Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025.

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TECHNOLOGY

Vanilla Closes on $35M in Funding

The estate planning technology provider also announced a two-way integration with eMoney Advisor.

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WEBINAR
Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption
Join our webinar as expert speakers discuss the estate and gift tax exemption and what it will mean for your clients. They’ll also answer your pre-submitted questions.
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Podcasts

The WealthStack Podcast: Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance and more.

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The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

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INSURANCE

Three Important Overlooked Life Insurance Concepts

The principles aren’t that complicated.

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