WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 02, 2025

EQUITIES

Five Questions For Financial Markets Heading into 2025
From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.
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BUSINESS PLANNING

Basis Points: Taxation Without Added Value

Advisors who pay a basis-point-fee for the services of a platform can lose sight of their profitability.

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WHITE PAPER
Forging Ahead
Discover how financial planning is evolving to break barriers, foster connections, and empower the next generation of investors and advisors.
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CAREERS

The Road to Success: Lessons from Alex Van Halen's Journey

The Van Halen story illustrates that true achievement is not solely rooted in talent but is also a product of relentless dedication, strategic partnerships and an unwavering focus on one’s goals.

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ETFS

Lessons from European Crypto ETPs for the U.S. ETF Market

With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and accelerate crypto adoption.

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