WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 01, 2024

COLLEGE PLANNING

The 22 Best Advisor-Sold 529 College Savings Plans

Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.

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ALTERNATIVE INVESTMENTS

Rate Cuts Will Provide a Tailwind to Private Equity Activity

The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.

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FASTCHAT VIDEO
The Power of Teaming
Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.
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RPA
RIA EDGE PODCAST
Ken Stern on Lido Advisors’ Path to $20B in AUM

The full suite of HNW services is important, but cracking the code on planning for the next generation of clients fuels much of the growth.

Sponsored by Schwab Advisor Services

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RESOURCE CENTER
11 Estate Planning Missteps (and How to Avoid Them)
Avoid estate planning missteps and ensure your clients' wishes are fulfilled.
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