Morning Memo
 
Wealth Management Morning Memo

JULY 8, 2024

COLLEGE PLANNING

How to Check the ROI of Academic Programs

On the Foundation for Research on Equal Opportunity website, advisors and clients can search for the ROI of individual programs offered by private and state colleges and universities.  

FULL ARTICLE

Advertisement

BUSINESS PLANNING

The Competition Conundrum: Charge Less or Offer More?

If your only differentiator is that you charge 75 basis points, you’ll likely lose the battle when the advisor across town drops to 50.

FULL ARTICLE

WMTV ON LOCATION

Navigating the Risks of Cash Overweight

Are higher interest rates seducing investors away from growth opportunities?

WATCH NOW

Advertisement

TECHNOLOGY

Data Builds Relationships

By embracing a data-driven approach to personalization, financial advisors can significantly enhance their client engagement efforts.  

FULL ARTICLE

HIGH NET WORTH

LeBron James Cements His Billionaire Status With Record Contract

James agreed to a two-year, $104 million deal with the Los Angeles Lakers, putting his net worth at almost $1.5 billion.

FULL ARTICLE

WMIQ RESEARCH REPORT

Exploring the Dynamics of Financial Service Partnerships

Better advisor relationships depend on strong service, technology support and a collaborative culture.

DOWNLOAD NOW

CONNECT WITH US

EVENTS

Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY

LinkedIn Twitter Facebook
YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as newsletter@newslettercollector.com

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2024, Informa USA, Inc., All Rights Reserved.

 

 

Manage Subscriptions | Archive | Advertise | Privacy Policy
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -