WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 24, 2024

RIA NEWS
Kingswood Acquires $1B Eudaimonia Group
The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.
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REAL ESTATE

Commercial Real Estate is Poised to Benefit from Rate Cuts

The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.

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2024 MIDYEAR OUTLOOK
Legaltech and Why You Should Refer to a Premium Priced Attorney Instead

Sponsored by Personal Family Lawyer

Don't risk losing clients to failed estate plans—partner with a Personal Family Lawyer® firm for comprehensive, long-term solutions beyond just documents.
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HIGH NET WORTH

Asking The Right Questions About Equity Compensation

Look for these prompts when clients broach the topic.

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TECHNOLOGY

Traders, Don’t Fall in Love With Your Machines

Finance is rushing to use rapidly evolving AI tools. As the machines get smarter, the risks get weirder.

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WHITE PAPER
Maximize the Impact of a Business Exit

Sponsored by Fidelity Charitable

5 essential tips to help clients donate business interests.
Download Now >

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Podcasts

The WealthStack Podcast: Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.

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Adjusted for Risk: What's Next After the Start of The Fed's Cutting Cycle?

Hightower Las Vegas' Adam Thurgood shares insights on what the Fed decision means for bond and equity markets.

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