WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 29, 2024

CAREERS
Eight Colleges with the Best Financial Planning Programs

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.


GALLERY: College Financial Planning Programs Ranked


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REAL ESTATE
Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate
The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate.
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WHITE PAPER
National Cash Balance Research Report
Discover the power of cash balance over traditional DB plans.
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INDUSTRY

SIFMA Accuses CFP Board of Acting As 'De Facto' Regulator

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.

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ESTATE PLANNING
FreeWill Launches Estate Planning Platform Estately
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?
Learn how to activate the potential of fixed income.
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EQUITIES

American Wealth Will Grow Either Way Under Harris or Trump, Survey Shows

Stocks are expected to gain under both candidates. Trump is seen as better for gold and Bitcoin, while Harris is slightly more positive for housing costs.

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