WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 21, 2024

RIA NEWS

Q&A: Ed Swenson on Building Out Osaic’s RIA Strategy

Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.

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ALTERNATIVE INVESTMENTS

GLASfunds: Our Focus Is Not on Being a Marketplace

The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.

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2024 MIDYEAR OUTLOOK
The Crypto Resurgence: How Advisors Can Succeed in 2024
With renewed interest in cryptocurrencies, financial professionals must now navigate the complexities of advising clients on these volatile assets.
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HIGH NET WORTH

The American Housing and Economic Mobility Act of 2024 Explained

A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms

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ALTERNATIVE INVESTMENTS

With Gold Setting Records Above $2,500, Here’s What Comes Next

The precious metal’s 21% year-to-date surge has made it one of the best performing major commodities in 2024.

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WHITE PAPER
National Cash Balance Research Report
Discover the power of cash balance over traditional DB plans.
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