Morning Memo
 
Wealth Management Morning Memo

JULY 24, 2024

INDUSTRY

Penn Mutual to Sell Janney Montgomery Scott to KKR

Once the deal closes, Janney will operate as a standalone, private company and create a broad-based equity ownership program for its 2,300 employees.  

FULL ARTICLE

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ESTATE PLANNING

Estate Settlement Explained

Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.

FULL ARTICLE

FASTCHAT VIDEO

Sports & Entertainment Program at Wells Fargo Advisors

Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.

WATCH NOW

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RIA EDGE PODCAST

Helium Advisors' Tax-Optimized Approach to Building Wealth

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Sponsored by Schwab Advisor Services

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MUST READS

10 Investment Must Reads This Week

Redemption requests for non-traded REITs have slowed following a surge in the Spring, according to data from Robert A. Stanger Co. Cooling inflation has led to a rally in small cap stocks, benefiting ETFs built around that strategy, reports ETF Stream. These are among the investment must reads we found this week for wealth advisors.

READ MORE

WEBINAR

Boost Client Acquisition and Retention: Leveraging CRM for Growth

Join us tomorrow, to discover how leveraging CRM technology can boost client acquisition and retention, ensuring sustainable growth for your practice.

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