WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 09, 2024

HIGH NET WORTH

How a Trump or Harris Presidency Might Affect Different Social Classes

From taxes to tariffs, several changes are being discussed on the campaign trail that would result in new benefits for some and new burdens for others.

Read More >

      Advertisement

CAREERS

To Retire-in-Place or Not Retire-in-Place? That Is the Question

Here are the good, the bad, and the ugly details that advisors and next-generation inheritors need to be aware of before signing on the dotted line.

Read More >

FASTCHAT VIDEO
Building a Firm for the Future
How one firm presents dynamic choices for next-gen advisors.
Watch Now >

      Advertisement

TECHNOLOGY

WealthStack Roundup: CatchlightAI Rolls Out Beta Of Lead Routing Feature

The lead enrichment provider also won a Wealthie award, CAIS has a new CTO and feature updates at interVal.

Read More >

Rob Arnott Is Launching an ETF Made Up of Stock-Index Rejects

The Research Affiliates Deletions ETF will look to buy companies that were recently deleted from major indexes.

Read More >

2024 MIDYEAR OUTLOOK
The Power of REITs
Generating Income Through Real Estate Without Property Ownership.
Learn More >

      Advertisement