WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 10, 2024

RIA EDGE

‘Personalization at Scale’ Is Here

The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.

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ALTERNATIVE INVESTMENTS
iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments
The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.
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SPONSORED CONTENT
Principles of Private Markets
Explore our latest toolkit designed to help you preserve and grow long-term wealth.
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HIGH NET WORTH

Future Tax Policy and Planning Strategies Hinge on 2024 Elections

A breakdown of the top-level proposals from each side of the aisle.

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TECHNOLOGY

How Safe Is Client Money in a Fintech, Really?

Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 fintechs with which it had partnerships.

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FASTCHAT VIDEO
Building Recruiting Momentum at Wells Fargo Advisors
By joining Wells Fargo you can get enhanced recruitment, localized resources, and full balance sheet access.
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Podcasts

The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

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RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

Schwab Advisor Services' Jalina Kerr discusses how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.

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