WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 18, 2024

RIA NEWS

Small RIAs: ‘We Can Use Size to Our Advantage’

Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.

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MUTUAL FUNDS

Do Allocation Strategies Deliver Alpha?

Avoid active strategies that engage in individual security selection and/or market timing.

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2024 MIDYEAR OUTLOOK
Elevating the Estate Planning Experience Through Visualization

Sponsored by Wealth.com

Visualization tools are transforming estate planning, helping advisors simplify complex data, boost client engagement, and streamline their advisory processes.
Learn More >

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RIA EDGE PODCAST
Talent Development and Client Engagement with Nate Lenz

Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity.

Sponsored by Schwab Advisor Services

Listen Now >
INDUSTRY

Bank of America Names Leaders to Better Align Investment Bank, Wealth Units

Jim Rourke and Michael Liu were named co-heads of private client partnership development, which links Bank of America’s global corporate and investment bank, Merrill wealth management and the Private Bank.

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