WM Morning Memo
 
Wealth Management Daily Memo

JANUARY 16, 2025

PHILANTHROPY

Philanthropy vs. Charity

Helping clients address the roots of large societal problems is about more than writing checks.

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RIA NEWS

Farther Recruits $650M Midwest RIA

SignalPoint Asset Management represents Farther’s largest partnership to date.

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2025 MARKET OUTLOOK
Have Yields Peaked for Private Credit? It Depends

Sponsored by DLP Capital

As interest rates decline from recent highs, strategically positioned real estate private credit investors could stand to benefit.
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RPA

How AI, Remote Work Are Boosting Productivity

Resulting in massive changes affecting benefits and 401(k) plans.

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RETIREMENT PLANNING

Private Equity Does Not Belong in Your 401(k)

For the vast majority of investors, there are safer, more transparent ways to save for retirement.

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