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WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 10, 2024

INDUSTRY

J.D. Power: Employee Advisor Satisfaction Rises, Independent Mood Wanes

The annual survey finds that only 46% of independent advisors strongly feel their firms are moving in the right direction, an 8% drop year over year.

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401K TV

401(k) Real Talk Episode 113: July 10, 2024

Open, honest and candid discussion about the job market, private equity in DC plans, Fi360's annuity tool and more.

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WHITE PAPER
Take Your Practice to the Next Level

Sponsored by Mariner Wealth Advisors

Advisors, Ready to Access Insights for Growing Your Practice?
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ESTATE PLANNING

Pros and Cons of a Living Inheritance

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

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MUTUAL FUNDS

Quant Mutual Fund Defies Industry Norm With Leveraged Nasdaq Bet

Vance Howard’s HCM Tactical Growth Fund has beaten 96% of its peers over the last five years with an annualized gain of 20%. 

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