WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 18, 2024

Don’t Plan College Tours Without Doing This First

Before parents allow their children to get serious about any school, they should know what the university's net price would be for their household.

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RIA NEWS
Cerity Acquires California Accounting Firm
The deal with Fishman Block + Diamond will expand Cerity’s tax advice service in the Los Angeles area.
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WHITE PAPER
Forging Ahead
Blazing a new trail for the next generation of investors & advisors.
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ALTERNATIVE INVESTMENTS

Self-Healing Mechanism Provides Opportunity in Consumer and Small Business Loans

Stone Ridge’s Alternative Lending Risk Premium Fund (LENDX) leads the way.

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RIA EDGE PODCAST
Sustainable Wealth Management Firms with Jennifer des Groseilliers

Jennifer des Groseilliers details The Mather Group’s balanced approach to growth that includes scaling responsibly through both internal development and strategic acquisitions.


Sponsored by Schwab Advisor Services

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