Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 23, 2024

WMIQ

Eight Takeaways From the 2024 Driving Firm Growth Study

As advisory firms increasingly focus on developing inorganic and organic growth strategies, a new WealthManagement.com/WMIQ study provides some clues about what’s actually driving firm growth.

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RIA NEWS

2024 RIA M&A Activity Sets Deal Record

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

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WHITE PAPER
An Insights White Paper
Building dynamic retirement solutions.
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EQUITIES
What You Need to Know About Investing During the Holidays
The holiday shopping season should be watched closely, as it’s a good barometer for the economy and stocks.
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WMTV ON LOCATION
The Advisor of the Future: Why Holistic Wealth Management Matters
RIAs should be hyper-focused on how to better serve their clients.
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WMIQ RESEARCH REPORT
Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now
See how advisors are combining active and passive strategies for optimal portfolio results.
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