Morning Memo
 
Wealth Management Morning Memo

JULY 26, 2024

RETIREMENT NEWS

Schwab Survey Finds Majority of 401(k) Participants Itching for Financial Advice

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.

FULL ARTICLE

ETFS

Q&A: Taking Stock of the ETF Market with Natixis’ Nick Elward

U.S. ETFs are on pace for more than $700 billion in net flows in 2024, and net assets stand at more than $9 trillion.

FULL ARTICLE

SPONSORED CONTENT

Your Direct Line to Small Business Owners

401(k) plans for clients with up to $1M in retirement assets.

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ESTATE PLANNING

IRS Releases Final Regs on Required Minimum Distributions

Certain 10-year designated and successor beneficiaries get no extension.

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

$2B UBS Breakaways on Being Fiduciaries for the Long-Term

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary and more.

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