Morning Memo
 
Wealth Management Morning Memo

DECEMBER 4, 2023

COLLEGE PLANNING

Four College Admission Strategies Families Can Use

With most schools no longer requiring standardized test scores, college-bound students will have to look to other ways to impress admissions officers.  

FULL ARTICLE

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WHAT'S IN MY WEALTHSTACK

A Tug Of War Between Best of Breed And Best Fit

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

FULL ARTICLE

WMTV ON LOCATION

Matt Kaufman on Active ETFs

Matt Kaufman, SVP, Head of ETFs at Calamos assesses the market landscape as Calamos builds an ETF franchise.

WATCH NOW

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THE WEALTHSTACK PODCAST

How to Use Generative AI to Scale Your Practice With Alan Gurung

As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.

Paid for by Wells Fargo Advisors

LISTEN NOW

ESTATE PLANNING

Thinking Ahead – A Wise Approach to Special Needs Trusts

Draft estate planning documents with flexibility to account for a future diagnosis.

FULL ARTICLE

WEBINAR

Strategies for Achieving a More Balanced Portfolio

Join us on December 8 to explore dynamic portfolio strategies, balancing risk and return with index variable annuities and buffered ETFs for tailored solutions.

REGISTER NOW

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