Morning Memo
 
Wealth Management Morning Memo

JULY 1, 2024

ALTERNATIVE INVESTMENTS

Q&A: How Cliffwater Overcame the Hurdles to RIAs Investing in Private Credit

The alternative investment manager was among the first to launch an interval fund in 2019, with a focus on private credit.

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ETFS

ETFs With the Greatest Outflows in the Past Month

These funds lost the most money over the last 30 days.

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RESOURCE CENTER

Insights on Providing Holistic Financial Advice in Wealth Management

Hear industry experts discuss why it is important to have the right tech in place for scaling financial planning, insurance, and annuities.

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BUSINESS PLANNING

An Investment in Women Is an Investment in the Future

Enacting corporate strategies and initiatives that foster an environment where women professionals can succeed is not complex, but it must be intentional, actionable and measurable.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

SEC’s Top Cop Concerned About Private Credit Valuations, Opacity

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

FULL ARTICLE

WMIQ RESEARCH REPORT

Increased M&A Interest Aligns with Steadily Climbing Firm Valuations

Opportunity awaits as financial advisors navigate and capitalize on stable economic environments.

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