Morning Memo
 
Wealth Management Morning Memo

JULY 30, 2024

INDUSTRY

Q&A: George Kinder on His Call for a New Fiduciary Standard

In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.

FULL ARTICLE

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PHILANTHROPY

Daffy Launches Custom Portfolios

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.  

FULL ARTICLE

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The Power of Teaming

Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.

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ALTERNATIVE INVESTMENTS

Is Private Credit Really Private Credit?

How style drift and allocation decisions are clouding the picture for perpetual BDC investors.

FULL ARTICLE

PEOPLE

Morgan Stanley’s Zentner to Lead New Global Investment Team

Ellen Zentner will lead the new thematic and macro investing team at Morgan Stanley’s Global Investment Office starting Aug. 1.

FULL ARTICLE

FASTCHAT VIDEO

Better Supporting Advisors Through Innovation With Apex Fintech Solutions

Join Shannon Rosic as she dives into the future of financial advising with Apex's Chief Commercial Officer, Connor Coughlin.

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