WealthManagement.com Daily Memo
|
|
INDUSTRY | | | Patrick Donachie | Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry. FULL ARTICLE |
| |
| |
|
|
TECHNOLOGY | | Davis Janowski | The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation. FULL ARTICLE |
| |
| |
|
2024 MARKET OUTLOOK | | Sponsored by Summitas | Embark on a visionary journey through the next century as AI evolution unfolds, witnessing the integration of humans and superintelligent AGIs, ultimately leading to a star-faring civilization where perfect health and boundless exploration become the norm. LEARN MORE |
| |
| |
|
TECHNOLOGY | | Rob Burgess | The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform. FULL ARTICLE |
| |
| |
|
| WealthManagement.com Staff | Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
| |
| |
|
|
| | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress 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 © 2023, Informa USA, Inc., All Rights Reserved. | | |
|
| - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|