WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 21, 2024

HIGH NET WORTH

Sophisticated Internet Scams Targeting Elderly Clients Are Rampant

Help prevent your clients from falling victim to fraud.

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RIA EDGE

The Changing Nature of M&A in the RIA Space

When it comes to selling, taking the highest offer from the biggest firm might not be best for advisors and their clients.

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SPONSORED CONTENT
Investing in Climate Change
Parnassus supports companies involved in addressing climate risks.
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ESTATE PLANNING
PEOPLE

Bill Hwang Sentenced to 18 Years in Prison for Archegos Crimes

Hwang was found guilty in July of orchestrating a scheme to mislead his bank counterparties into providing Archegos with billions of dollars in trading capacity that inflated the value of his portfolio until the bubble burst in March 2021.

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WHITE PAPER
Maximize the Impact of a Business Exit
5 essential tips to help clients donate business interests.
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