Morning Memo
 
Wealth Management Morning Memo

JANUARY 5, 2024

HIGH NET WORTH

Setting the Table for Tax Policy This Year and Next

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

FULL ARTICLE

TECHNOLOGY

CFS Investment Advisory Services: It’s All About The Custodian

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

FULL ARTICLE

2024 MARKET OUTLOOK

2023 Lessons Still Hard-Earned Wisdom in 2024

Embracing economic resilience and shattering recession fears, as we navigate the potential for a mid-cycle year filled with political intrigue and the promise of rate cuts, painting a picture reminiscent of historical market triumphs.

LEARN MORE

RIA NEWS

Dakota Wealth Adds $600M in 2nd Deal This Week

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

FULL ARTICLE

RIA NEWS

Savant Moves into Florida with $440M FirstWave Financial

The deal with FirstWave represents Savant's 11th acquisition in the last year.  

FULL ARTICLE

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