WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 16, 2024

RETIREMENT PLANNING

The 23 States Where Comfortable Retirement Is Most Expensive

It will cost you at least $1 million in nearly half the country.

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Of Myths and Moving 2024

What’s the reality when it comes to recruiting and transitions? An annual perspective for advisors.

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WHITE PAPER
Why Automation Is the Key to Sustainable Growth
Discover the real difference between fast-growing RIAs and those that plateau in this free guide from Practifi.
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TECHNOLOGY

WealthStack Roundup: Advyzon Builds iCapital Integration

Also, Apex and Nasdaq collaborate on after-hours trading, intelliflo announces a year of updates and two advisortech hires.

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WMTV ON LOCATION

Beyond the LOI: How Integration and Culture Define Success in RIA Deals

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.

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WMIQ RESEARCH REPORT
Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now
See how advisors are combining active and passive strategies for optimal portfolio results.
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