WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 15, 2024

ALTERNATIVE INVESTMENTS

Ten Issues Facing Commercial Real Estate

The Counselors of Real Estate identified key trends to keep in mind for anyone considering investing in commercial real estate.

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RIA NEWS

Hightower Accuses Washington RIA of Helping Steal Client Info in New Lawsuit

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.

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FASTCHAT VIDEO
Building Recruiting Momentum at Wells Fargo Advisors
By joining Wells Fargo you can get enhanced recruitment, localized resources, and full balance sheet access.
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RIA NEWS

Share of RIAs at Consolidators Doubled Since 2018

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.

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PODCAST

The Diamond Podcast for Financial Advisors: Allan Boomer on Diversity as a Superpower

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors
Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management.
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