WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 23, 2024

ESTATE PLANNING

Don’t Be Tempted By Pop-Up Estate Planning Schemes

Stick with the basics when preparing for the high exemption sunset.

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INDUSTRY

RBC Adds $693M Team From Morgan Stanley

The nine-person Paradigm Group will open RBC’s first branch in Cincinnati.

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WHITE PAPER
Investor Sentiment in Volatile Markets

Sponsored by Nitrogen

The state of investor sentiment report.
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PODCAST

The Diamond Podcast for Financial Advisors: Going Independent Without Leaving a Wirehouse

Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.

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INDUSTRY

Member of Nobel Family Invests in US Wealth Firm

A consortium led by Peter Nobel investing as much as $25 million in Cardea, which is rebranding to Fourcore Capital.

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Adding Value for the Next Generation of Wealth Management

Sponsored by Apex Fintech Solutions

Olivia Eisinger, Head of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.
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