Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 24, 2024

RETIREMENT PLANNING

The 10 Best and 10 Worst States for Retirement in 2024

Delaware tops the list, while California and New York bring up the rear.

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INDUSTRY

$1B New Jersey Firm Leaves Osaic for LPL Financial

Investment Advisors Financial Group sought more autonomy, which led them to the IBD. It’s the latest team to leave Osaic after the firm’s rebranding from Advisor Group.

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WHITE PAPER
Managing Risk with a Multi-Manager Implementation
A behaviorally-oriented approach to help investors succeed.
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ALTERNATIVE INVESTMENTS

Alternatives Fundraising from Retail Investors on Track to Reach $115B in 2024

Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.

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PODCAST

Focused on the Future: Liz Nesvold on Why M&A Is Not a Business Strategy

Emigrant Partners' Liz Nesvold details the three areas firms need to focus on to ensure future success.

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