WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 06, 2024

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HIGH NET WORTH

The 'Great Wealth Transfer' is Coming; Just Not Yet

A recent Cerulli report highlights the impact intra-generational transfers will have on this vaunted inter-generational event.

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FASTCHAT VIDEO
Building a Dynamic Retirement Solution
Discover guaranteed income and flexible features with Protective® Aspirations variable annuity- designed to support your clients’ retirement plans
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ETFS

A Summary of the U.S. ETF Launches in November 2024

The pace of ETF launches dipped slightly in November, with just shy of 50 new funds entering the market.

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PODCAST

The Diamond Podcast for Financial Advisors: $940B Hamilton Lane on the Changing Face of Private Markets

Steve Brennan, managing director and head of private wealth solutions at Hamilton Lane, discusses how democratized access to private markets has helped foster growth beyond the wirehouses, the impact on an advisor's business and more.

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WHITE PAPER
Apex x Facet — Case Study: Unlocking New Levels of Growth
Facet drives growth with Apex real-time account opening.
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