WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 24, 2024

ALTERNATIVE INVESTMENTS

Q&A: What Makes SUBSCRIBE Tick

The tech firm has quietly become a key cog in the alternative investment ecosystem.

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RIA NEWS
Merchant-Backed Apollon Adds $900M CIC Wealth
The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.
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FASTCHAT VIDEO
Building Recruiting Momentum at Wells Fargo Advisors

Sponsored by Wells Fargo Advisors

By joining Wells Fargo you can get enhanced recruitment, localized resources, and full balance sheet access.
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PHILANTHROPY

The Role of the Generational Divide in Charitable Giving

A recent study identifies gender and age as significant influencers in philanthropy.

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PEOPLE

‘Mac’ McQuown, Banker Behind First Index Fund, Dies at 90

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971

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WEBINAR
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Sponsored by Foundation Source

Join this webinar as Foundation Source’s Chief Legal Officer shares the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.
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Podcasts

RIA Edge Podcast: Alternatives at the Core with Dick Pfister

AlphaCore founder Dick Pfister describes the firm’s investment approach that places alternatives at the core of the service offering.

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Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone's Bob Long

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.

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HIGH NET WORTH

Harris Goes Quiet on Biden’s Push to Tax Unrealized Gains

Vice President Kamala Harris has already pledged to scale back one of President Joe Biden’s key policies on capital gains taxation.

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