WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 20, 2024

ESTATE PLANNING

Estate Planning Services Are Becoming Table Stakes

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla .  

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TECHNOLOGY

Advyzon To Rollout New Platform For UHNW Clients

Auria will combine portfolio management, performance reporting, CRM and other tools.

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SPONSORED CONTENT
What Is Capital Group’s Distinctive Approach?

Sponsored by Capital Group

Learn how to activate the potential of fixed income.
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ALTERNATIVE INVESTMENTS

SEI Adds New SMAs to Product Lineup

In separate news, Alliance Bernstein unveiled several new tax-advantaged SMAs focused on equities and municipal bonds.

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ETFS

ETF Share Classes for Mutual Funds: What Financial Advisors Need to Know

The SEC is reviewing applications from more than 30 asset managers for exemptive relief.

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WMIQ RESEARCH REPORT
Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now

In partnership with Envestnet

See how advisors are combining active and passive strategies for optimal portfolio results.
Download Now >
TECHNOLOGY

In Its Fifth Year, AdviceTech.Live Did Not Disappoint

The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors.

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ETFS

‘FIRE’ ETFs Catering to Retire-Early Strivers Make a Debut

Tidal Investments has introduced the FIRE Funds Wealth Builder ETF (FIRS) and the FIRE Funds Income Target ETF (FIRI).

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WEBINAR
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

Sponsored by BNY Pershing and Box

Join our webinar on December 3rd to unpack findings from the recent CTO Think Tank held at RIA Edge West, where CTOs of billion-dollar+ RIAs discussed technology as a powerful differentiator and shared best practices for addressing today’s complex tech landscape.
Register Now >
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