WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 22, 2023

HIGH NET WORTH

NCAA Athlete Compensation: Supporting College Athletes with Financial Planning

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

FULL ARTICLE

Advertisement

RIA ROUNDUP

NFP Acquires Divergent Wealth Advisors

NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

New Research Details Shift In Attitudes Toward Alternative Investments

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

LEARN MORE

WEALTHSTACK ROUNDUP

AI @ Morgan Stanley Assistant Now Live

Also, DPL Financial Partners acquired AnnuityFix and SMArtX Advisory Solutions will launch SMArtY platform with Russell Investments’ model portfolios.

FULL ARTICLE

ETFS

ETFs with the Worst Three-Year Returns

Cannabis ETFs were among those posting the worst returns over the last three years.

FULL ARTICLE